](https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F substack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8548d7b7-c5bb-483d-86e6-4bb 490857628_622x415.png) [ [ ](https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F substack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F594137b2-3caf-4495-9f20-6932 bf6d377d_624x456.png) TLDR · NVIDIA's Strategic Dominance Through Integration: NVIDIA's early recognition of AI's unique network ...

Key partner milestones with CPO switches demonstrate ecosystem readiness for next-generation AI scale-up and scale-out networksPALO ALTO, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced significant advancements in its co-packaged optics (CPO) technology with the launch of its third-generation 200G per lane (200G/lane) CPO product line. In addition to the 200G/lane breakthrough, Broadcom demonstrated the maturity of its second-generation 100G/lane CPO products and ecosys ...

Himax Technologies (HIMX) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Karen Tiao - Head - IRJordan Wu - Co-Founder, President and CEO Operator Hello, ladies and gentlemen. Welcome to the Himax Technologies Incorporation First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, this conference call is being recorded. ...

Himax Technologies (HIMX) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Speaker0 Hello, ladies and gentlemen. Welcome to the Himax Technologies Incorporation First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. As a reminder, this conference call is being recorded. Now I would like to turn the conference over to Ms. Karen Tao, Head of IR and PR at H ...

GLOBALFOUNDRIES (GFS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Sam Franklin - SVP of Business Finance & OperationsTim Breen - CEONiels Anderskouv - President & Chief Operating OfficerJohn Hollister - Chief Financial OfficerMark Lipacis - Senior Managing DirectorCJ Muse - Senior Managing DirectorVivek Arya - Managing DirectorRoss Seymore - Managing DirectorChris Caso - Managing DirectorKrish Sankar - Managing DirectorBastien Faucon-Morin - Senior Equity Research Associate Conferenc ...