A handout picture from October 2019 shows Sundar Pichai with one of Google's Quantum Computers in the Santa Barbara lab, California, U.S. Picture taken in October 2019. Google/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY.One of Google's top executives working on quantum computers said he believe the technology is only five years away from running practical applications that can't be calculated on modern computers.Julian Kelly, Google Quantum AI's director of hardware, told CNBC's Deirdr ...

Core Insights - Broadcom has introduced Sian3 and Sian2M, expanding its 200G/lane DSP PHY portfolio to meet the connectivity demands of AI/ML clusters [1][2] - The new DSPs focus on optimizing power consumption for both single-mode fiber (SMF) and short-reach multi-mode fiber (MMF) links in 800G and 1.6T optical transceiver applications [1][2] Product Highlights - Sian3 is a 3nm 200G/lane PAM4 DSP PHY that achieves the lowest power consumption in the industry for 800G and 1.6T optical transceivers, offering over 20% power reduction compared to previous models [3][6] - Sian2M integrates VCSEL drivers and is designed for short-reach MMF links, enhancing performance and efficiency for AI clusters [4][6] - Broadcom's DSPs are complemented by a portfolio of 200G/lane lasers, which are already in volume production, ensuring quality and reliability for AI optical interconnects [5][6] Market Context - The demand for increased bandwidth and interconnect density in AI clusters is driven by the rapid growth of AI workloads, with optical interconnect power being a key limiting factor for scalability [2][6] - By 2028, the market for PAM4 DSPs is expected to exceed $1 billion, driven by the transition to next-generation 102T switch systems [6] Technical Specifications - Sian3 supports data rates of 212.5-Gb/s and 226.875-Gb/s for InfiniBand and Ethernet, with multiple FEC options and sub-75ns roundtrip latency for AI/ML applications [7] - Sian2M is designed for low-power short-reach applications, supporting both 800G and 1.6T pluggable modules [11] Availability - Broadcom is currently sampling Sian3 and Sian2M to early access customers, with production of Sian3 expected to ramp in Q3 2025 [9]

Nasdaq Composite stocks stabilized in the last week, but the index is still in a correction following a sell-off fueled by weakening consumer sentiment, saber-rattling over tariffs, and concerns about stretched valuations after a surge across tech stocks in 2023 and 2024.With the index down more than 10%, some Nasdaq stocks have fallen even more sharply, setting up potential buying opportunities. Let's take a look at two artificial intelligence (AI) stocks that are down during the correction and are worth b ...

Market Overview and Growth Trajectory - The global GNSS chip market is projected to grow from $5.24 billion in 2024 to $9.17 billion by 2031, with a CAGR of 8.3% during this period [1][5][10] - The growth is primarily driven by the increasing integration of GNSS chips in consumer electronic devices such as smartphones, smart wearables, digital cameras, and tablets for mapping, geo-marketing, and navigation applications [5][10] - Major players in the market are developing GNSS-based wearable devices, with notable product launches including Quectel Wireless Solutions' LC76G module and Qualcomm's Snapdragon W5+ and W5 platforms [5][10] Rising Use of IoT Technology - The adoption of IoT technologies in autonomous vehicles is creating advanced solutions like ADAS, connected car solutions, and navigation systems, which integrate GNSS chips for efficient driving and tracking [7] - The demand for high-precision GNSS technology is increasing due to its reliability and accuracy, essential for the development of fully autonomous vehicles [7] Applications and Segmentation - The GNSS chip market is segmented by device, application, and vertical, with smartphones and navigation & location-based services dominating the market in 2024 [10] - The consumer electronics segment is the largest vertical, indicating a strong demand for GNSS technology in everyday devices [10] Key Players and Competitive Landscape - Major companies in the GNSS chip market include Qualcomm Inc, Broadcom Inc, Septentrio NV, Trimble Inc, and u-blox Holding AG, among others [10][16] - These companies are employing strategies such as new product launches, joint ventures, and geographical expansion to enhance their market position [11] Regional Insights - Europe holds a significant share of the GNSS chip market, with Germany being a key player, followed by the UK and France [13] - The increasing penetration of GNSS systems in the aviation sector is expected to positively influence market growth, with more than 460 EGNOS-enabled approaches operational in Europe [13]

Core Viewpoint - The article discusses the anticipated trends in the DRAM market for Q1 and Q2 of 2025, highlighting price adjustments and supply chain dynamics influenced by international conditions and demand shifts across various sectors [1][4][5]. Summary by Sections DRAM Price Trends - In Q1 2025, prices for various DRAM types are expected to decline significantly, with Conventional DRAM projected to drop by 8% to 13%. For Q2 2025, the decline is expected to narrow to 0% to 5% for Conventional DRAM, while HBM prices are anticipated to increase by 3% to 8% due to the ramp-up of HBM3e 12hi [2][4]. Supply Chain Dynamics - Major PC OEMs are increasing assembly volumes to reduce DRAM inventory levels. This is expected to lead to higher procurement from DRAM manufacturers in Q2 2025, particularly for those with low inventory levels [4][5]. - Samsung's HBM product certification is lagging, while SK hynix is focusing on Server and Mobile DRAM production, limiting the supply of PC DDR5 [4][5]. Mobile and Graphics DRAM - Mobile DRAM prices are expected to stabilize or increase slightly due to rising demand from high-end smartphones and other sectors. LPDDR5X is projected to see a price increase of 0% to 5%, while LPDDR4X may decline by 0% to 5% [6][7]. - Graphics DRAM demand is shifting towards GDDR7, with GDDR6 prices expected to decline by 3% to 8% due to increased demand from new models [6][7]. Consumer DRAM Outlook - The demand for Consumer DRAM is expected to gradually increase due to new projects like 4G/5G base station expansions. DDR4 prices are projected to rise by 0% to 5% in Q2 2025, while DDR3 prices are expected to remain stable [7].

Core Viewpoint - FuriosaAI, a South Korean AI application chip startup, has rejected an $800 million acquisition offer from Meta, opting to focus on the development and production of its AI chips [1][2]. Group 1: Acquisition and Strategic Decisions - The breakdown of negotiations was attributed to differences in post-acquisition business strategy and organizational structure, rather than price issues [2]. - Meta is working to reduce its reliance on Nvidia's chips specifically designed for training and building large language models (LLMs) [2]. Group 2: Company Developments and Future Plans - FuriosaAI is in discussions with investors to raise approximately $48 million (70 billion KRW) and aims to complete this financing within the month [4]. - Founded in 2017 by June Paik, who has experience at Samsung Electronics and AMD, FuriosaAI has developed two AI chips named Warboy and Renegade (RNGD) to compete with companies like Nvidia and AMD [4]. - The startup has collaborated with LG AI Research and Aramco to complete testing of the RNGD chip, which is reportedly well-suited for inference models [4]. - LG AI Research plans to utilize the RNGD chip in its AI infrastructure, with FuriosaAI set to launch these chips later this year [4].

While everyone in the market is trying to figure out where the next leg of the S&P 500 is going to go, there are other unorthodox indicators in the technology sector pointing to new optimism for the future state of demand and growth in artificial intelligence, which will directly translate into more demand and future earnings in the semiconductor industry. Knowing that the bets are off, one of the most vital players in the space has made a new move. Semiconductor darling NVIDIA Co. NASDAQ: NVDA announced it ...

英伟达BlackwellUltra、Rubin和RubinUltra加速卡的面积显著增大，其中Rubin面积约为两倍光罩极 限，FP4算力达到BlackwellUltra的三倍；RubinUltra面积增至四倍光罩极限，算力进一步翻倍。由于单 颗中介层面积接近八倍光罩极限，RubinUltra采用双中介层+I/Odie的封装设计，以超大型ABF基板替代 传统大尺寸中介层，突破CoWoS封装技术瓶颈。 HBM4技术助力存储性能跃升 为满足AgenticAI对存储容量和带宽的需求，RubinUltra单卡存储容量提升至1024GB，带宽达 32TB/s。SKhynix同期发布的12层HBM4带宽突破2TB/s，较HBM3E提升60%，并采用MR-MUF工艺优 化散热与稳定性。随着多模型协同推理需求增长，HBM技术迭代将成为行业竞争关键。 生态布局强化推理与物理AI能力 英伟达推出推理服务软件Dynamo，支持Blackwell架构实现推理性能飞跃，并发布GR00TN1开放框 架推动通用人形机器人开发。其Omniverse与Cosmos平台为自动驾驶提供合成数据生成引擎，结合Thor 芯片解决车载算力不足问题，加速 ...

Core Viewpoint - UPS faces potential challenges in the upcoming quarter due to economic weakness affecting package delivery, which is a cyclical business [2][4][9] Economic Context - The economy is experiencing near-term weakness, impacting various sectors including transportation and industrial companies [2][3] - Companies like Delta Air Lines and United Airlines have lowered revenue guidance, indicating a broader trend of reduced demand [3] Implications for UPS - UPS's business is sensitive to economic fluctuations, with a short cycle between demand changes and sales [4] - The company has limited flexibility in its financial guidance, projecting $89 billion in revenue and a 10.8% operating margin, which may not cover its capital return plans [6][7] Financial Considerations - UPS's intended free cash flow (FCF) of approximately $5.7 billion is insufficient to cover its dividend and share buyback plans totaling $6.5 billion [6] - The dividend payout ratio is high, potentially reaching 83% of earnings, raising concerns about sustainability [7] Strategic Moves - UPS plans to reduce its Amazon delivery volume by 50% by the second half of 2026, which could further impact its small package delivery market [8] - Despite current challenges, UPS aims to improve profit margins by focusing on higher-growth deliveries and investing in technology [9][10] Investment Outlook - Long-term growth prospects for UPS remain attractive, although current economic pressures may necessitate adjustments to dividend and buyback strategies [9][11]

Group 1: Market Overview - The Nasdaq Composite has entered a correction phase, defined as a pullback of at least 10%, due to concerns over trade wars, weakening consumer confidence, and high valuations [1] - Investor sentiment has shifted rapidly, with fears of a looming recession affecting market dynamics [1] Group 2: Axon Enterprise - Axon Enterprise was a top performer in the S&P 500 last year, achieving a 130% gain, and has shown significant growth over the past decade [3] - The company specializes in law enforcement technology, producing Taser weapons, body cameras, and cloud software for managing records and evidence [4] - Axon is investing in AI technology with a new tool called Draft One, which generates police report drafts from body cam footage, receiving positive feedback from law enforcement [4] - Despite a recent 25% decline from its all-time high, Axon management remains optimistic about potential new agreements with Flock Safety and reported better-than-expected fourth-quarter results [5][6] - Axon's primary clients are local and state law enforcement agencies, which may be more insulated from economic downturns, and the company's offerings provide strong competitive advantages [7][8] - Revenue is expected to grow by 25% this year, reaching between $2.55 billion and $2.65 billion [8] Group 3: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is the world's largest third-party semiconductor manufacturer and is closely tied to the tech sector, particularly chip stocks [9] - The company experienced a 39% revenue increase in the fourth quarter, reaching $26.9 billion, with a high operating margin of 49% [11] - TSMC's shares have declined 24% from their peak in January, despite strong growth and profitability, and currently have a price-to-earnings ratio of 25, indicating good value [12] - The ongoing AI boom is expected to support TSMC's growth, and the company is investing heavily in new factories in the U.S. and elsewhere [13] - TSMC's revenue increased by 43% year over year in February, presenting a rare opportunity to invest in a high-growth company at a reasonable valuation [14]