About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Core Insights - Marvell Technology, Inc. has introduced its first 2nm silicon IP aimed at enhancing AI and cloud infrastructure, produced using TSMC's 2nm process [1][9] - The custom silicon market is projected to grow at an annual rate of 45%, with expectations that it will represent approximately 25% of the accelerated compute market by 2028 [2] Group 1: Technology Development - The Marvell platform focuses on a comprehensive semiconductor IP portfolio, including advanced technologies such as SerDes, die-to-die interconnects, and custom high-bandwidth memory architectures [3] - Marvell has been a leader in advanced technology nodes, launching a 5nm platform in 2020 and a 3nm platform in 2022, with products already in development and shipping [4] - The introduction of 3D simultaneous bi-directional I/O technology allows for increased bandwidth and reduced connections, enhancing chip design flexibility [6][7] Group 2: Strategic Partnerships - Marvell's collaboration with TSMC is crucial for developing complex silicon solutions that offer high performance and efficiency [5][8] - The partnership aims to leverage TSMC's advanced silicon technology and packaging to support the demands of the AI era [8] Group 3: Market Impact - The 2nm platform is expected to significantly improve the performance and efficiency of infrastructure for hyperscalers, addressing the needs of the AI-driven market [9] - The shift towards chiplet designs is anticipated to increase the transistor count in advanced processors, with 30% of such processors expected to utilize this approach [7]

By adopting the right investment strategy, the stock market offers numerous opportunities for building wealth, especially when the right equities are involved.Now, with the current decade at its midpoint, certain companies are emerging as prime investment opportunities. Backed by strong fundamentals, these entities are poised to deliver high returns over the next five years, potentially elevating investors to millionaire status.With that in mind, Finbold has identified two stocks that can potentially turn i ...

Wall Street analysts and traders alike earn their pay by connecting the dots in the stock market. This includes knowing that when there is one big winner, a suit of associated stocks could soon follow. In today’s market, it is clear to most that the technology sector has gotten most of the attention—and capital—from investors, with a specific interest in the artificial intelligence and semiconductor spaces. Knowing that NVIDIA Co. NASDAQ: NVDA leads the pack in this dynamic, investors can either follow the ...

Core Insights - Ceva, Inc. has announced the development of the ASUKA System-on-Chip (SoC) for Beyond 5G (6G) IoT terminals in collaboration with Sharp Semiconductor Innovation Corporation, utilizing the Ceva-PentaG2 5G platform IP [1][2][3] - The ASUKA SoC aims to provide a customizable alternative to traditional 5G SoCs, promoting accessibility and flexibility in cellular IoT communications [2][3] - The Ceva-PentaG2 platform is designed for lower-throughput applications, integrating advanced DSPs and accelerators for optimal signal processing while maintaining minimal power consumption [4] Company Overview - Ceva, Inc. specializes in silicon and software IP for Smart Edge devices, powering over 19 billion innovative products globally, including AI-infused smartwatches and autonomous vehicles [5][6] - The company focuses on delivering high-performance, low-power solutions that enable reliable data connectivity and processing [5] - Ceva's headquarters is located in Rockville, Maryland, with a global customer base supported by a team of experts in various design challenges [6]

Core Insights - China's technology sector is experiencing significant advancements, with major companies like Tencent, Alibaba, Baidu, JD.com, and PDD Holdings leading the charge in AI and emerging technologies [2][8] Group 1: Technological Advancements - DeepSeek, an AI startup, is at the forefront of China's tech revolution, recently launching its R2 model, which enhances coding capabilities and multilingual reasoning [3] - China's semiconductor industry holds over 25% of the global market share in semiconductor packaging and more than 50% in advanced packaging, leveraging technologies like 2.5D/3D stacking [4] - Robotics innovations were showcased at CES 2025, with Unitree Robotics presenting humanoid and quadrupedal robots, highlighting China's rapid progress in this field [5] - Electric vehicle technology is advancing, with companies like Zeekr and Great Wall Motor displaying innovative models, supported by suppliers like Hesai, whose lidar units have dropped in price from $80,000 in 2017 to around $200 in 2025 [6] - Augmented reality is gaining traction, with companies like Xreal and Rokid presenting advanced AR glasses and eyewear, reflecting China's comprehensive approach to technological innovation [7] Group 2: Company-Specific Developments - Tencent has launched its Hunyuan Turbo S model, which delivers responses within a second, significantly outperforming competitors and matching capabilities of DeepSeek's models [10][11] - Alibaba is investing $53 billion in cloud and AI infrastructure over the next three years, positioning itself as a leader in AI with the upcoming release of its QwQ-Max-Preview model [14][15] - Baidu is focusing on autonomous driving through a partnership with CATL to develop competitive driverless vehicles and plans to launch its upgraded Ernie 4.5 AI model [16][17][18]

Core Insights - NVIDIA has chosen RISC-V as its embedded microcontroller architecture, marking a significant shift from its previous Falcon processors, with an estimated shipment of around 3 billion Falcon processors over 10 years and a projected shipment of over 1 billion RISC-V processors by 2024 [2][13]. Group 1: Transition to RISC-V - The transition from 32-bit Falcon cores to RISC-V was driven by the need for 64-bit capabilities, with NVIDIA developing various RISC-V cores for different applications, including a dual-issue out-of-order core and a 32-bit version for space-constrained applications [3][4]. - NVIDIA's RISC-V microcontrollers are integrated into their products, with each chip typically containing 10 to 40 RISC-V cores depending on the configuration [2]. Group 2: Custom Extensions and Applications - NVIDIA has developed several custom extensions for RISC-V, enhancing performance and security, including a unique 2kB page size extension that improves legacy software performance by 50% [5][6]. - The Peregrine subsystem, which includes RISC-V cores and various peripherals, allows NVIDIA to flexibly deploy over 30 system control and management applications without the need for independent development for each application [6][9]. Group 3: Software and Security - All applications utilize a single software stack, enabling significant reuse of components such as boot, operating systems, and libraries [7]. - NVIDIA employs an internal security team to identify vulnerabilities, and the Peregrine subsystem's architecture allows for the isolation of different software applications, enhancing security [8][11]. Group 4: Key Reasons for Choosing RISC-V - Customization capabilities allow NVIDIA to optimize chip designs by using the basic ISA as a building block and adding specific extensions [13]. - Hardware/software co-design ensures that hardware is optimized for software workloads, improving efficiency and performance [13]. - RISC-V's configuration options enable NVIDIA to avoid over-specification of standard processors, saving costs and development efforts [13][14].

Core Insights - Nvidia has consistently exceeded analysts' earnings estimates, driven by its leadership in the AI chip market and a comprehensive range of AI-related products and services [1][2] - The company reported record revenue and net income in its fourth-quarter and fiscal 2025 full-year results, with a significant product launch of its new architecture, Blackwell [2][9] - Despite strong earnings, Nvidia's stock experienced a decline post-report, raising questions about market reactions to its performance [3][10] Company Performance - Nvidia is the leading player in the AI chip market, with its GPUs being essential for training and inferencing large language models, resulting in high demand and revenue growth [4][9] - The company has a first-to-market advantage and maintains its leadership through a commitment to annual GPU updates [5] - The launch of Blackwell generated $11 billion in revenue immediately, with ongoing extraordinary demand from major tech companies [6][7] Future Outlook - Nvidia plans to release Blackwell Ultra and Rubin architectures, reinforcing its competitive edge and positioning for future AI growth [8] - The AI market is projected to grow from $200 billion to over $1 trillion, supporting Nvidia's long-term strength [9] - The company anticipates double-digit revenue growth for the first quarter, forecasting $43 billion in revenue [9] Stock Performance Analysis - Nvidia's stock has increased over 1,700% in the past five years, leading some investors to lock in profits after strong earnings reports [10][11] - Historical trends show that strong earnings reports have not always resulted in immediate stock price increases [11] - Current trading at 27 times forward earnings estimates suggests a favorable entry point for investors [12]

Core Viewpoint - Nvidia's growth may be slowing down as supply of GPUs catches up with demand, leading to a downgrade from buy to hold by an analyst [1][2]. Group 1: Analyst Insights - Analyst Kinngai Chan expects Nvidia to continue beating consensus estimates in future earnings, particularly after strong fiscal 2025 Q4 results [2]. - Concerns arise that Nvidia's growth could decelerate into the second half of fiscal year 2026 as GPU supply aligns with industry demand [2]. - There is an anticipated larger contraction in margins due to increased production of next-generation Blackwell chips [2]. Group 2: Competitive Landscape - The emergence of DeepSeek, an AI chatbot developed at a lower cost than competitors like ChatGPT, raises concerns about Nvidia's long-term market position [2]. - More efficient AI training methods and the ability to create AI programs with less advanced computing resources may negatively impact Nvidia in the medium to long term [2]. Group 3: Market Risks - Potential near-term risks include the Trump administration's possible implementation of stricter export controls on chips, which could affect Nvidia and other major AI stocks [3].