Key Takeaways Lam Research trades at a 22.33 forward P/E, below industry and key peers like KLAC and ASML.LRCX's revenues jumped 34% to $5.17B in Q4 2025, with EPS surging 64% year over year.China made up 34% of LRCX revenues, down from 42%, amid trade tensions and export curbs.Lam Research Corporation (LRCX) , a leader in semiconductor fabrication equipment, currently trades at a forward 12-month price-to-earnings (P/E) ratio of 22.32, significantly lower than the Zacks Electronics – Semiconductors industr ...

HONG KONG, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) (“we,” the “Company” or “Nano Labs”), a leading Web 3.0 infrastructure and product solution provider, announced that it has entered into an At The Market Offering Agreement (the “Sales Agreement”) with Maxim Group LLC as sole sales agent to sell its shares of Class A Ordinary Shares par value $0.002 per share (the “Class A Ordinary Share” or the “Shares”), from time to time in an at the market offering (the “Offering”). Pursuant to the ...

High-Performance Computing & AI Advancement - AMD and HPE are collaborating to advance high-performance computing and artificial intelligence for public sector applications [1] - The collaboration includes joint initiatives and deployments [1] Company Information & Legal - The document is a concise overview provided by AMD [1] - ©2025 Advanced Micro Devices, Inc [1] - AMD, the AMD Arrow Logo, are trademarks of Advanced Micro Devices, Inc in the United States and other jurisdictions [1] Resources & Community - Provides a link to discover more about AMD's solutions for the public sector: https://www.amd.com/en/solutions/public-sector.html [1] - Includes links to subscribe to AMD, join the AMD Red Team Discord Server, and follow AMD on various social media platforms [1]

Explore the full discussion on HPC and AI innovations from AMD and HPE. Learn how AMD EPYC™ processors and AMD Instinct™ accelerators are transforming research, defense, and public services. Discover more: https://www.amd.com/en/solutions/public-sector.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly/AMD_On_Twitter Follow us on Twitch: https://Twitch ...

Summary of TSMC's CoWoS and Advanced Packaging Outlook Company and Industry Overview - **Company**: Taiwan Semiconductor Manufacturing Company (TSMC) - **Industry**: Semiconductor, specifically focusing on advanced packaging technologies such as CoWoS (Chip on Wafer on Substrate) and CoPoS (Chip-in-Panel-on-Substrate) Key Points and Arguments CoWoS Capacity and Growth Forecast - TSMC's total CoWoS capacity is projected to reach **675k** wafers per month (wpm) by the end of **2025**, with a forecast of **1.08 million** wpm by the end of **2026**, representing a **61%** year-over-year (YoY) growth [5][62] - The company anticipates further expansion to **130k** wpm by the end of **2027** [5][13] - CoWoS capacity has seen significant growth, with a **100%** YoY increase noted in early **2024** [11] Utilization Rate and Production Adjustments - TSMC's CoWoS utilization rate (UTR) is expected to be in the low **90s** in **1H26**, with a return to full capacity anticipated in **2H26** as new projects enter mass production [5][57] - Adjustments in nVidia's orders have led to a production mismatch, impacting the UTR and causing some expansion timelines to shift [5][50] Customer Allocation and Market Dynamics - nVidia is projected to maintain a **50.1%** market share in CoWoS capacity allocation for **2026**, slightly down from **51.4%** in **2025** [6][62] - Broadcom is expected to become the second-largest customer, with an allocation of **187k** wpm, benefiting from multiple projects entering mass production [62] Advanced Packaging Technologies - TSMC is focusing on several advanced packaging technologies, including CoWoS, CoPoS, and WMCM (Wafer-level Multiple-Chip Module), with CoPoS expected to enter high-volume production by **2028** [5][21][35] - CoWoS has evolved from a niche solution to a critical component in AI and high-performance computing (HPC), driven by the demand for larger memory bandwidth [10] Strategic Partnerships and Outsourcing - TSMC is collaborating with OSAT partners like ASE and SPIL to manage the increasing demand for CoWoS, with expectations that outsourcing will accelerate in **2026** and **2027** [40][42] - The company has invested significantly in expanding its advanced packaging capabilities, including a **US$100 billion** investment in the U.S. for new fabs and R&D centers [46] Challenges and Future Outlook - The semiconductor industry faces challenges such as production bottlenecks and mismatches between upstream and downstream production, which TSMC is actively addressing [52] - The demand for AI-related products is expected to remain strong, with TSMC's management indicating improved demand compared to previous forecasts [52] Conclusion - TSMC is positioned as a leader in the advanced packaging sector, with aggressive expansion plans and a strong customer base, particularly in the AI and HPC markets. The company's strategic partnerships and investments are expected to support its growth trajectory in the coming years [7][46]

Core Insights - EdgeMode and Vertical Data are collaborating to build a 20-megawatt data center in Sweden focused on AI and high-performance computing workloads [1] - The partnership combines EdgeMode's sustainable infrastructure with Vertical Data's expertise in AI cluster design and GPU server supply [1] - The joint venture aims to provide a comprehensive solution for global clients seeking scalable, cost-effective, and environmentally responsible computing capacity [1] Company Overview - EdgeMode is leveraging renewable energy and immersion cooling in its data center infrastructure [1] - Vertical Data specializes in AI cluster design and offers flexible financing options for clients [1] Industry Implications - The collaboration is positioned to enhance the deployment of AI technologies by providing advanced GPU clusters and financing options [1] - The initiative reflects a growing trend towards sustainable and efficient computing solutions in the AI and HPC sectors [1]

Core Industry Insights - Applied Digital (APLD) and Vertiv Holdings (VRT) are central to the digital infrastructure expansion, driven by increasing demand for data center capacity due to AI, cloud computing, and high-performance computing workloads [2][3] - Global data center capital expenditures are projected to grow at a 21% CAGR through 2029, reaching approximately $1.2 trillion, benefiting both APLD and VRT [3] Company Performance: Applied Digital (APLD) - APLD has shifted from cryptocurrency mining to becoming a dedicated AI infrastructure provider, capitalizing on the growth of AI and machine learning workloads [5] - In Q4 fiscal 2025, APLD reported revenues of $38 million, a 41% increase year over year, and achieved positive adjusted EBITDA of $1 million [6] - APLD's partnership with CoreWeave is expected to generate around $7 billion in contracted revenue over 15 years for 250 megawatts of critical IT load [7] - The company has improved construction efficiency, reducing deployment timelines from 24 months to 12-14 months [7] - APLD's North Dakota locations provide low-cost energy and innovative cooling systems, enhancing its competitive position in the market [8] Company Performance: Vertiv Holdings (VRT) - VRT is a leading provider of thermal and power management solutions for high-density data centers, with a broad product portfolio addressing critical infrastructure needs [9] - In Q2 2025, VRT's net sales rose 35% year over year to $2.64 billion, with quarterly orders surpassing $3 billion for the first time [10][11] - VRT's strategic partnerships and acquisitions, including the $200 million acquisition of Great Lakes, enhance its capabilities in AI data center offerings [12] Stock Performance and Valuation - Year-to-date, APLD shares have increased by 95.9%, while VRT shares have appreciated by 26.5% [13] - Both companies are currently considered overvalued, with APLD trading at a forward Price/Sales ratio of 12.98X compared to VRT's 5.07X [16] - Earnings estimates show APLD's first quarter fiscal 2026 loss is expected to be 6 cents per share, improving by 33.33% over the past 30 days [19] - VRT's third-quarter 2025 earnings estimate is pegged at 98 cents per share, reflecting a 28.95% year-over-year increase [20] Conclusion - Both APLD and VRT are well-positioned to benefit from the AI-driven expansion in data center infrastructure, with APLD showing a more accelerated growth path [21][22] - VRT maintains strong growth visibility through its product portfolio and industry partnerships, but its expansion is less aggressive compared to APLD [22]

FORT LAUDERDALE, Fla. and LAS VEGAS, Aug. 13, 2025 (GLOBE NEWSWIRE) -- EdgeMode, Inc. (OTC: EDGM), a next-generation provider of high-performance, sustainable computing infrastructure, and Vertical Data Ltd., a U.S.-based provider of integrated AI infrastructure and GPU financing solutions, today announced they have signed a Memorandum of Understanding (MOU) to jointly market and deliver a 20-megawatt data center development in Sweden optimized for artificial intelligence (AI) and high-performance computing ...

Nvidia's InfiniBand Problem - Spectrum-X AI Fabric, Tomahawk-5, Jericho-3AI, Quantum-2 Competing teams and technologies, but can the pivot challenge Broadcom's dominance DYLAN PATEL AND GEORGE COZMA 2023年5月29日 ∙ PAID 15 3 Share 49 In the gold rush to build out AI infrastructure, GPUs are the picks and shovels. With Nvidia's historic earnings last week, the semiconductor market soared. The market incorrectly bid up some other companies with disproportionately less AI exposure to try and capture some of the g ...

Bitcoin miner Terawulf's net losses continue to rise as it invests deeper in high-performance computing https://t.co/bKhFe1DEJa ...