TOM: THE NEXT INDUSTRIAL REVOLUTION IS HERE AND IT'S POWERED BY AI. THE U.S. AND CHINA MAY DOMINATE, BUT IS EUROPE READY TO CLOSE THE GAP. NVIDIA IS BETTING BIG ON EUROPE, NEW AI FACTORIES, POWERFUL CHIPS AND BOLD PREDICTIONS.THE CONTINENT MAY BE LATE TO THE AI PARTY BUT NVIDIA RECKONS IT IS CATCHING UP. THE SEAL OF ARM SAYS THE CHIPS ARE READY BUT EUROPE'S GRID IS NOT. IT THEY WON THE U.K. AND THE REST OF THE CONSONANT FACE A POWER PROBLEM. >> THE U.K. IN EUROPE, THE ENERGY NEEDS ARE NOT IN THE TENS OF MEG ...

Core Viewpoint - Keysight's ML Optimizer offers a revolutionary solution for semiconductor parameter extraction, addressing the complexities and inefficiencies of traditional optimization methods [2][29]. Group 1: Challenges in Parameter Extraction - The complexity of semiconductor device models has increased, making parameter extraction a significant challenge due to the large number of interrelated parameters [6][11]. - Traditional optimization algorithms, such as Newton-Raphson and Levenberg-Marquardt, often get trapped in local optima, leading to suboptimal extraction results [7][9]. Group 2: Introduction of ML Optimizer - Keysight introduced the ML Optimizer, which utilizes machine learning techniques to dynamically learn the optimization space, allowing for simultaneous optimization of over 40 parameters and multiple target plots [12][13]. - The ML Optimizer is designed to be robust against noise and does not rely on gradient information, making it more effective in non-convex spaces [12][13]. Group 3: Practical Applications and Benefits - In practical applications, the ML Optimizer demonstrated its efficiency by achieving good fitting for a diode model in approximately 300 trials, regardless of initial conditions [16]. - For the GaN HEMT model, the ML Optimizer completed parameter extraction in under 6000 trials within minutes, showcasing its speed and effectiveness [17]. - The optimizer enhances convergence and robustness through an integrated cost function, allowing it to handle complex models like BSIM4 and ASM-HEMT [18][19]. Group 4: Summary and Future Outlook - The ML Optimizer significantly simplifies the parameter extraction process, reducing modeling time from several days to just hours while improving fitting quality and consistency [29]. - The tool was showcased at IC-CAP 2025, with a recorded webinar available for further insights and demonstrations [23].

Core Insights - Arm Holdings (ARM) faces increasing risks of slower growth in China due to the country's shift towards RISC-V architecture, which contributed 19% of ARM's total sales in fiscal 2025, with revenues from China rising only 7.5% year over year [1][7] Group 1: Market Dynamics - China's ambition to localize its semiconductor ecosystem is driving the promotion of RISC-V as an alternative to Arm's proprietary models, offering cost advantages and design flexibility [2] - Major Chinese tech firms, including Alibaba Cloud, Huawei, Tencent, and ZTE, are backing RISC-V, which raises competitive pressure on ARM's presence in China [3][7] Group 2: Competitive Landscape - NVIDIA and AMD are closely monitoring China's shift to RISC-V, as it poses a threat to their market positions in AI hardware and server chips [4][5] - AMD's EPYC server chips directly compete with China's new Lingyu RISC-V server chip, indicating potential market share erosion for AMD if RISC-V adoption accelerates [5] Group 3: Financial Performance - ARM's stock has gained 18% year to date, outperforming the industry's 5% rally, but it trades at a forward price-to-sales ratio of 31.5, significantly higher than the industry's 8.1 [6][8] - The Zacks Consensus Estimate for ARM's earnings has been declining over the past 60 days, reflecting potential challenges ahead [10]

Core Insights - The analyst emphasizes a tech-focused approach to investment research, leveraging 25 years of experience in IT and investment to provide unique insights [1] - The analyst's background includes significant experience in virtualization, cloud technologies, and telecommunications, which informs their investment strategies [1] - The research covers various themes such as automated supply chains, Generative AI, telecommunications capital expenditures, and the deflationary nature of software and semiconductors [1] Investment Philosophy - The analyst adopts a moderate stance, focusing on capital preservation strategies, particularly in light of past losses during the Global Financial Crisis (GFC) [1] - The investment journey began with mutual and indexed funds, transitioning to individual stocks after learning from previous investment mistakes [1] - The analyst values unique perspectives and insights from platforms like Seeking Alpha, which enhance the investment decision-making process [1] Additional Activities - The analyst is involved in non-profit work, dedicating time to assist needy families and contributing to enterprise tech reviews [1] - The analyst has entrepreneurial experience in real estate and farming, although with mixed success [1]

14 June 2025 | 12:16AM HKT China semis: XDLK (688582.SS, Not Covered): MEMS gyroscope and accelerometer on growing client adoption; expanding to new We talked with XDLK (688582.SS, Not Covered) management recently. The company provides MEMS IMU (Inertial Measurement Unit) including MEMS gyroscope and MEMS accelerometer for industrial, energy, and innovative applications (autonomous driving, eVTOL, robotics etc.). The company delivered 1Q25 revenue growth of 292% YoY, driven by new MEMS gyroscope orders, and ...

June 15, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea A Détente, Not a Deal: The State of US-China Trade While media headlines may have suggested last week's trade agreement between the US and China was a breakthrough, we think investors need to see it more as a détente than a comprehensive deal. The agreement represents a tactical pause in escalating tensions rather than a resolution of fundamental disagreements. Why view it this way? Consider: This limited deal aligns with Mo ...

2025/6/16 15:19 Impact of tariffs on the semiconductor industry | McKinsey Semiconductors Sign In | Subscribe The effects of tariffs on the semiconductor industry May 27, 2025 | Article Given the shifting landscape, semiconductor executives could prepare their companies by determining the potential impacts of taris and exploring dierent scenarios to mitigate them. DOWNLOADS Article (14 pages) T his analysis does not constitute legal or regulatory advice; it is based solely on publicly available information. ...

6月19日，屹唐股份披露了招股意向书，宣布正式启动IPO发行，目前正在询价阶段。最新公告显示， 其将在6月27日进行网上申购，之后拟在上交所科创板上市。 市占率构筑竞争优势经营业绩稳步增长 作为国内半导体设备行业的领军企业之一，屹唐股份凭借开创性的技术和稳居全球前列的产品，构筑起 强大市场竞争力，在国内外市场获得认可。截至2024年末，公司产品全球累计装机数量已超过4800台， 并在相应细分领域处于全球领先地位。近年来，公司逐步加大科技研发投入。2022年至2024年，公司研 发费用分别为5.30亿元、6.08亿元和7.17亿元，占营业收入比例分别为11.13%、15.47%和15.47%。截至 2024年末，公司研发人员数量为349人，占员工总数的比例为29.28%。截至2025年2月11日，公司共拥 有发明专利445项。 据招股书显示，屹唐股份在2022年至2024年，营业收入分别为47.63亿元、39.31亿元和46.33亿元；归母 净利润分别为3.83亿元、3.09亿元和5.41亿元；主营业务毛利分别为13.58亿元、13.77亿元和17.32亿元， 随着公司业务拓展，未来经营业绩将进一步提升。 研发 ...

《科创板日报》19日讯，德州仪器计划在美国投资超过600亿美元扩建半导体工厂。德州仪器表示这笔 资金将用于升级现有工厂及新建项目，其中包括在得州谢尔曼新建两座工厂，但具体进度取决于市场需 求。 德州仪器宣布投600亿美元在美扩建半导体工厂 ...

- Q4 Net Sales of $140.8 Million- Q4 Gross Margin of 28.8%; Non-GAAP Gross Margin of 29.2% - Q4 EPS of $0.19/ShareMaryville, Tennessee--(Newsfile Corp. - June 18, 2025) - Smith & Wesson Brands, Inc. (NASDAQ: SWBI), a U.S.-based leader in firearm manufacturing and design, today announced financial results for the fourth quarter and full fiscal year 2025, ended April 30, 2025. Fourth Quarter Fiscal 2025 Financial HighlightsNet sales were $140.8 million, a decrease of $18.4 million, or 11.6%, from the compara ...