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Amkor Technology Inc. (NASDAQ:AMKR) is one of the hot tech stocks to invest in. On January 5, Needham raised the firm’s price target on Amkor Technology to $50 from $37, while keeping a Buy rating on the shares. Needham increased its 2026 demand forecast for AI wafers and pointed to significant growth in both GPUs and custom AI chips/ASICs that surfaced last quarter. The firm believes that the long-term peak for CoWoS (advanced packaging) demand will be much higher than previously estimated. Consequently, ...

Albert Liu, CEO at Kneron, discusses the company's business strategy and the outlook for the edge AI market. He speaks with Shery Ahn and Annabelle Droulers from the sidelines of the CES trade show on "The Asia Trade". ...

Core Insights - Google has surpassed Apple to become the second-most valuable company by market capitalization, with a valuation of $3.92 trillion compared to Apple's $3.80 trillion [2][3] - This marks the first time since 2019 that Google has overtaken Apple in terms of value, with Nvidia still leading at $4.49 trillion [3] AI Developments - Google's advancements in artificial intelligence (AI) are highlighted as a significant factor in its increased valuation, indicating its success in the AI race [2] - The company is focusing on local execution as a core layer of AI infrastructure, moving away from reliance on cloud inference with innovations like FunctionGemma, which operates directly on mobile devices [4][5] Edge AI Strategy - Google's edge AI strategy includes the development of tools like Google Edge tooling and FunctionGemma, aimed at enabling local deployment of AI models across various devices [4][5] - This approach reflects a shift towards hybrid AI architectures that balance responsibilities between local and cloud systems [5] Retail and Consumer Insights - Google's role in transforming retail through AI is emphasized, with a focus on agentic AI that can understand context and make decisions similar to humans [6][7] - This evolution in AI technology is positioned as essential for enhancing discovery, personalization, and engagement in complex shopping journeys [7]

IRVINE, Calif., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that it will attend the 28th Annual Needham Growth Conference, held at the Lotte NY Palace Hotel in New York City. Lantronix CEO Saleel Awsare and CFO Brent Stringham will participate in a fireside chat on Tuesday, Jan. 13, from 8:45 to 9:25 a.m. Eastern Time. A recording of the fireside chat will be available on Lantronix’s ...

Key Takeaways Intel launched Core Ultra Series 3 processors, its first built on 18A, aimed at AI PCs and next-gen computing.Intel's new chips deliver up to 60% better multithread, 77% faster gaming and up to 27 hours of battery life.Intel is pushing Series 3 into edge AI, citing better performance and efficiency for industrial use.Intel Corporation (INTC) recently introduced the leading-edge Intel Core Ultra Series 3 processors. These are the first processors built on Intel 18A. This is a 1.8-nanometer-clas ...

Group 1 - Ambarella is showcasing over 30 demonstrations of Edge AI technology at CES, highlighting its commitment to innovation in this field [2] - The company has been participating in CES for nearly 20 years, indicating its long-standing presence and importance in the technology sector [3] - Ambarella is preparing a virtual CES experience for online participants, scheduled for March, to further engage with its audience [2]

Ambarella CES 2026 Update Summary Company Overview - **Company**: Ambarella (NasdaqGS: AMBA) - **Event**: CES 2026 briefing and technology discussion - **Focus**: Edge AI technology and product demonstrations Key Points and Arguments Industry and Market Insights - **Edge AI Market**: Ambarella emphasizes the unique requirements of the Edge AI market, which includes critical factors such as low power consumption, low latency, and privacy concerns [6][7] - **Market Development Stage**: The Edge AI market is still in its early commercial development stage, presenting significant opportunities for Ambarella [7] - **Revenue Growth**: Ambarella's revenue growth is driven by the transition from traditional video products to Edge AI solutions, with 80% of total revenue now coming from Edge AI [28] Product Development and Innovations - **New Product Launches**: Ambarella is expanding its product offerings with the introduction of a 4 nanometer AI SoC (CV7) and a 2 nanometer chip, which are expected to enhance performance and capabilities [11][13][14] - **AI Performance Requirements**: Customers are demanding higher AI performance without increasing power consumption, leading to innovations in silicon architecture to meet these needs [17][19] - **ASP Trends**: The average selling price (ASP) of Ambarella's chips is increasing, with new products expected to exceed the previous average ASP of $15 [20] Strategic Initiatives - **Go-to-Market Strategy**: Ambarella is evolving its go-to-market strategy to include partnerships with Global System Integrators (GSIs) and Independent Software Vendors (ISVs) to expand its software offerings [15][16] - **Cooper Developer Platform**: The Cooper Developer Platform is central to Ambarella's strategy, allowing for flexibility and programmability across different applications and chips [21][24][66] Financial Performance - **Record Revenue**: Fiscal year 2026 marked a record revenue year for Ambarella, with a compound annual growth rate (CAGR) of 64% in Edge AI revenue [27][28] - **Impact of Entity List**: The removal of revenue from companies affected by the entity list has significantly impacted overall revenue figures, but the growth in Edge AI revenue remains strong [28] Future Opportunities - **Emerging Markets**: Ambarella identifies three key markets for future growth: robotics (including drones and automation), Edge infrastructure, and autonomous driving [25][26] - **AI Model Integration**: The company is focusing on integrating new AI models, including transformers and multimodal applications, into its product offerings [58][62] Competitive Positioning - **Leadership in Edge AI**: Ambarella claims leadership in the Edge AI market, supported by significant R&D investments and a strong track record of shipping over 40 million Edge AI SoCs [29] - **Technological Differentiation**: The company emphasizes its unique silicon architecture and AI accelerators, which provide better performance per watt compared to competitors [28][29] Additional Important Content - **Customer Engagement**: Ambarella is actively engaging with customers to understand their needs for AI performance and application development [17][19] - **Open Source Embrace**: The company is embracing open-source frameworks to enhance its software offerings and facilitate easier integration for customers [40][62] - **Autonomous Driving Trends**: The shift towards end-to-end systems in autonomous driving is highlighted, with a focus on using multiple networks for better training and efficiency [71] This summary encapsulates the key insights and strategic directions discussed during the Ambarella CES 2026 briefing, highlighting the company's focus on Edge AI technology and its growth trajectory in the market.

NXP Advances Edge AI Leadership with New eIQ Agentic AI Framework NXP announced its new eIQ Agentic AI Framework, providing a trusted foundation to rapidly prototype and deploy optimized, secure, autonomous AI systems at the edge New eIQ Agentic AI Framework enables autonomous agentic intelligence at the edge, adding a new pillar to NXP’s edge AI platformBrings agentic AI to the edge, delivering real-time autonomous decision making for use cases requiring low latency, high reliability and data privacyTr ...

Collaboration focuses on the development of two advanced edge AI concepts in anesthesiology and neonatal care designed to help improve patient care. NXP and GE HealthCare Collaborate NXP and GE HealthCare announced a collaboration to pioneer new advancements in edge AI innovation, beginning with new anesthesia and neonatal concepts showcased at CES 2026 LAS VEGAS and CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) and GE HealthCare (NASDAQ: GEHC) today announced a colla ...