Group 1 - Tesla has signed a $16.5 billion deal with Samsung for next-generation AI6 chips, which will be produced at Samsung's new Texas facility dedicated to this purpose [1][3] - The AI6 chip is designed to support various applications, including Tesla's Full Self-Driving system and Optimus humanoid robots, as well as high-performance AI training in data centers [1] - Elon Musk indicated that Tesla's spending on Samsung chips may exceed $16.5 billion, with actual output expected to be several times higher [3] Group 2 - Tesla is also collaborating with TSMC to produce AI5 chips, which are primarily designed for Full Self-Driving applications, with initial production taking place in Taiwan and later in Arizona [2] - Samsung currently manufactures the A14 chip, while the A15 chip design has just been completed [2] - Musk mentioned that Samsung has agreed to allow Tesla to assist in maximizing manufacturing efficiency [3]

Ichor Holdings (ICHR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. ...

Musk also wrote on ABC's that the strategic importance of this is hard to overstate. We won't try to overstate it, but just give us the context here of what this means for Tesla at this moment. While on shores and diversifies the supply of the chips that make up and power the full self-driving computer in each car.The specifics are really important because the deal with Samsung is for I6, which is two generations of chip into the future. Essentially, Samsung already manufactures for Tesla, the A4 CHIP, whic ...

The Prototype: Bringing Advanced Semiconductor Manufacturing Back To The U.S. https://t.co/klMchZDzAv https://t.co/klMchZDzAv ...

Core Insights - The global pure semiconductor foundry industry revenue is projected to reach $165 billion by 2025, representing a 17% year-on-year growth, with a compound annual growth rate (CAGR) of 12% from 2021 to 2025, driven primarily by advanced process nodes [2] - Revenue from the 3nm node is expected to grow over 600% year-on-year, reaching $30 billion, while the 5/4nm nodes are anticipated to exceed $40 billion, contributing more than half of the total revenue from pure foundries by 2025 [2] - The demand for high-end smartphones, AI PC solutions, AI ASICs, GPUs, and high-performance computing (HPC) solutions is the main driver behind the revenue growth of advanced processes [2] Industry Competition Landscape - TSMC holds a leading position in advanced nodes, followed by Samsung and Intel, while UMC, GlobalFoundries, and SMIC continue to see strong demand in other nodes, although their revenue growth may not match that of advanced nodes [3] - Innovations in backend packaging processes, such as HBM memory integration and the shift towards chip-scale packaging, are creating new growth opportunities for the industry [3][4] - These innovations not only enhance product performance and reliability but also open up new revenue streams for semiconductor foundries [4]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月28日消息，三星与特斯拉达成165亿美元芯片制造协议，马斯克确认与三星合作细节，不仅强调"将亲 自参与提升生产效率"，还指出"这还只是最低金额"。 " 三星已经同意让特斯拉协助最大限度地提高制造效率。 这是一个关键时刻，我会亲自督促， 加快进度。而且晶圆厂离我家不远，很方便。 " 该合同期限从 2024 年 7 月 26 日开始，将持续至 2033 年 12 月 31 日。合同金额相当于三星电 子 2024 年全年营收 300.9 万亿韩元的 7.6% 。 这份长期供货协议有望提振这家韩国科技巨头亏损的代工业务。最新财报显示， 2025 年第二 季度， 三星电子实现销售额74万亿韩元，同比下降0.09%；营业利润为4.6万亿韩元，同比下降 55.94%，不及此前市场6.69万亿韩元的预期。 其中半导体业务营业利润估计不足 1 万亿韩元， 晶圆代工部门被认为是业绩不佳的主要原因。 据报道，知情人士透露，三星周一宣布获得价值22.8万亿韩元的芯片制造合同，客户正是已与其代工部门 有业务往来的特斯拉。 ...

Broadcom Inc. (AVGO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this chipmaker have returned +7.7% over the past month versus the Zacks S&P 500 composite's +4.9% change. The Zacks Electronics - Semiconductors industry, to which Broadcom Inc. belongs, has gained 6.3% over this period. Now the key question is: Where could the stock be headed in the nea ...

All right, time for a mad dash. We got an opening bell about seven minutes from now on this Monday morning. Take a look at shares of intel because that is the subject of the mad dash.Okay, so the court is reported and the court really didn't have anything. Lip Bhutan has just gotten there, but there was a devastating critique of Kelzinger of the previous regime. Now, I think that sometimes you have to do this root and branch.Uh-oh. No, we we're fine. Oh. Oh, this is this is something new.Yeah. Okay. that an ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - American Superconductor Corporation (AMSC) is expected to report first-quarter fiscal 2025 results on July 30, with anticipated revenues between $64 million and $68 million, reflecting a 61.7% year-over-year increase from the previous quarter's reported figure of $39.6 million [1][10] - The company forecasts non-GAAP earnings to exceed 10 cents per share, with the consensus estimate at 12 cents per share, indicating a 50% year-over-year increase [2][10] - AMSC has consistently surpassed earnings estimates in the past four quarters, with an average surprise of 241.2% [2] Revenue Drivers - The acquisition of NWL Inc. for $56.4 million in August 2024 is expected to positively impact both top and bottom lines in the first quarter [3] - Improved business model, increased bookings, and a strengthened balance sheet are anticipated to contribute to revenue growth [4] - The Grid segment is projected to generate revenues of $55.6 million, a 71.9% increase year-over-year, driven by rising demand for energy power and ship protection systems [5][10] - The Wind segment is expected to see revenues of $7.6 million, reflecting a 20% year-over-year growth, supported by increased shipments of 2-megawatt and 3-megawatt turbines [6][10] Challenges - Macroeconomic uncertainties and unfavorable foreign exchange fluctuations are noted as potential concerns for the company [7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for AMSC, as it holds a Zacks Rank 4 (Sell) and an Earnings ESP of 0.00% [8][9]