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Heard on the Street: AMD and Supermicro Show That AI Hype Is Meeting Harsh Supply Reality
The Wall Street Journal· 5 日前It’s a good time to be in the business of making AI chips and servers. But even red-hot demand can’t always make supply ...
Chip parts supplier Siltronic's profit falls on high client inventories
Reuters· 4 日前, opens new tab reported a 27.5% drop in first-quarter core profit on Thursday, a week after it ...
巴菲特担心AI有巨大的潜在危害
華爾街日報· 13 小時前巴菲特将这项快速增长的技术与原子弹的发展相提并论，称如果使用不当，这两者都可能给社会带来毁灭性的后果。
Samsung profit jumps as AI boom reverses a year of chip losses
South China Morning Post· 6 日前Samsung’s chip division posted a better-than-projected 1.91 trillion won operating profit, its ...
AMD says it will sell $4 billion in AI chips this year, stock drops on in-line forecast
CNBC· 6 日前AMD shares dropped 7% in extended trading. AMD shares have risen 14% in 2024, so despite meeting forecast estimates and ...
Samsung first-quarter profit up 10-fold on memory chip recovery
Reuters· 7 日前Samsung Electronics reported on Tuesday a more than 10-fold rise in its first-quarter operating ...
三星第一季度利潤大增 人工智能熱潮助晶片業務扭虧為盈
Bloomberg via Yahoo財經香港· 7 日前有跡象表明市場正在逐步復甦，部分受到ChatGPT問世後用於開發人工智能的晶片需求提振。三星晶片部門當 ...
Lots More on How CHIPS Act Money Got Awarded
Bloomberg· 3 日前Where are we in the American semiconductor revival?
Qualcomm’s Smartphone Future Looks Brighter With AI
The Wall Street Journal· 4 小時前Investors are increasingly enthusiastic about such a device following Apple’s latest earnings. ...
Lots More on How CHIPS Act Money Got Awarded - Bloomberg
Bloomberg· 4 日前In 2022, Congress passed the CHIPS Act, which set aside tens of billions of dollars in loans and grants in order to encourage ...
