Photo illustration by Cheng Xin/Getty ImagesGetty ImagesAstera Labs (NASDAQ:ALAB), a firm specializing in semiconductor-based connectivity solutions for cloud and AI infrastructure, experienced a stock increase of nearly 8% on Wednesday. Although there wasn’t significant stock-specific news to justify such a substantial change, there are several compelling reasons for investors to show growing interest in the stock. Despite a solid recent financial performance, ALAB stock is down approximately 25% year-to-d ...

In Brief Nvidia seems determined to find a way to sell AI chips in China despite U.S. export restrictions.The semiconductor giant is planning to launch an AI chip specifically for the Chinese market as early as September, as originally reported by the Financial Times. This AI chip would be based on Nvidia’s Blackwell RTX Pro 6000 processor, which is already modified to meet the existing AI chip restrictions, the Financial Times added. These chips wouldn’t include high-bandwidth memory or NVLink, Nvidia’s h ...

Key Takeaways NVIDIA lost $2.5B in Q1 and expects $8B in Q2 from halted H20 chip shipments to China. Sovereign AI talks in Europe, Saudi Arabia, Taiwan and the UAE aim to reduce trade war exposure. NVIDIA's full-stack AI platform helps secure partnerships that are costly and complex to displace.NVIDIA Corporation (NVDA) is facing a major sales hit from U.S. export restrictions, particularly from the ongoing trade war between the United States and China. In the first quarter of fiscal 2026, the company los ...

Key Takeaways NVTS and BrightLoop will pair SiC tech with fuel-cell systems for heavy-duty transport applications. NVTS joined NVIDIA to boost power efficiency in AI data centers with GaNFast and GeneSiC technologies. NVTS partnered with GigaDevice and Great Wall Power to develop smart, high-density power solutions.Navitas Semiconductor (NVTS) is actively forging strategic collaborations and partnerships across the power electronics ecosystem, accelerating the adoption of its gallium nitride (GaN) and sil ...

本轮海外 AI 算力大涨的五个关键词 20250706 摘要 北美四大云厂商一季度 AI 算力资本支出同比增长 62%，总额达 719 亿 美元，Meta 上调全年资本支出预期，缓解了市场对 2025 年资本支出 收缩的担忧，表明科技巨头看好 AI 产业趋势。 微软 AI 基础设施 TOKEN 处理量同比增长五倍，谷歌 TOKEN 月均调用 量同比增长 50 倍，字节跳动豆包大模型 TOKEN 日均调用量同比增长 137 倍，显示 AI 应用端对算力需求旺盛。 博通 Q2 单季度 AI 相关业务收入同比增长 46%，Marvell 上调 ASIC 市 场规模指引 37%，反映市场对定制化加速器芯片需求强劲。 英伟达在 AI 大模型训练领域占据重要地位，其 GPU 芯片是底层算力核 心。随着 AI 模型转向推理阶段，英伟达推出 Nvlink 方案并布局低成本 芯片，积极拓展推理侧市场。 AI 大模型推理侧需求快速增长，推动 IC 芯片市场竞争格局变化。除传统 芯片厂商外，谷歌、亚马逊和 Meta 等也纷纷自研或合作部署 ASIC 芯片。 黄仁勋在 VDIO 股东大会上强调 AI 需求强劲，英伟达股价创新高，市值 ...

OFC 50 : Nvidia Copper Interconnection - SEMI VISION 02/07/2025, 16:04 OFC 50 : Nvidia Copper Interconnection Original Articles by SemiVision Research (Nvidia) SEMI VISION APR 08, 2025 · PAID Share OFC : Nvidia Copper Interconnection If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights. How TSMC's Silicon Photonics Could Impact NVIDIA's Future 2025 GTC Review: The Silicon Pho ...

Equity Research 25 June 2025 U.S. Semiconductors & Semiconductor Capital Equipment Laying Out the Scale-Up Architecture Landscape Interconnect is more critical than ever for the success of XPU efforts, and this is no more prevalent than in scale-up designs where dominance is being fought today amongst three factions (UALink, Scale Up Ethernet, NVLink) with major implications for the future of AI. We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Semiconductors & Semiconduct ...

Nvidia (NVDA 1.74%) has proven itself to be at the center of the artificial intelligence (AI) revolution. The company designs the most sought-after AI chips to power the performance of AI models and has expanded into a full range of AI products and services, from networking to enterprise software and even a new compute marketplace offering.All of these efforts have helped Nvidia's earnings roar higher, and the company ended the latest fiscal year at a record revenue level of $130 billion. To further illustr ...

Key Takeaways NVDA now powers nearly 100 AI factories, doubling its total from the same quarter last year. Each AI factory uses more GPUs and integrates NVDA's networking and software tools for retention. Rivals like AMD and INTC lack NVDA's full-stack solution, making it harder to close the gap.NVIDIA Corporation’s (NVDA) AI factory business is expanding rapidly and could help the company stay ahead of its rivals. In the first quarter of fiscal 2026, NVDA reported that nearly 100 NVIDIA-powered AI factor ...

CHONGQING, CHINA - MAY 04: In this photo illustration, the logo of Astera Labs, Inc. is displayed on ... More a smartphone screen, with the company's triangular emblem visible in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesAstera Labs (NASDAQ:ALAB), a firm specializing in semiconductor-based connectivity solutions for cloud and AI infrastructure, has experienced a nearly 36% decline year-to-date. The recent sell-off has occurred despite str ...