[Tree] Broadcom, AI selloff, BofA, PT, AI silicon market opportunity, chip stock, demand

Version 0.26 (2024-07-16 14:50:19.919000)

updates: Bank of America names Broadcom as top AI pick in chip stock market

  • ➔
Version 0.25 (2024-07-16 14:42:05.997000)

updates: Broadcom's projected $150 billion AI silicon market opportunity

  • ➔
Version 0.24 (2024-06-24 19:50:09.650000)

updates: Broadcom's stock dips in AI selloff; BofA raises price target

  • ➔
  • ➔
Version 0.23 (2024-06-23 20:26:33.102000)

updates: KLA Corp. and Onto Innovation are two key suppliers of metrology equipment for advanced semiconductors used in AI systems. KLA Corp. shares have gained almost 75% in the past year, while Onto Innovation shares are up almost 105%. Metrology equipment plays a crucial role in ensuring the functionality and quality of new chips. Onto Innovation, a smaller competitor, has been able to scale up its operations and invest in new metrology technologies. The company continues to roll out new equipment and metrology features to address all steps in the chip manufacturing process. Despite trading at a high valuation, Onto Innovation is expected to see further sales and profitability growth, driven by the increasing demand for advanced wafer fabrication equipment. The market for metrology equipment is predicted to heat up in the second half of the year. The article suggests that there may still be upside potential in Onto Innovation and recommends holding the position.

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.22 (2024-06-23 20:26:03.501000)

updates: Information about Onto Innovation's stock surge and its role in AI chip manufacturing

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.21 (2024-06-12 22:59:11.163000)

updates: Broadcom's strong Q2 results and AI computing demand drive stock surge

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.2 (2024-06-11 15:00:23.258000)

updates: Integrates information about Broadcom's role in generative AI

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.19 (2024-06-06 16:25:23.082000)

updates: Broadcom wins contract with Google for AI chips

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.18 (2024-05-15 15:00:05.895000)

updates: Google unveils the sixth generation of Trillium TPUs with increased performance and capacity. Google plans to use RISC-V architecture for its upcoming TPU chips. Google's TPUs are not for sale but available for rent on Google Cloud. NASA detects changes in Voyager 1 data. A new vulnerability, RFDS, discovered in Intel processors. OpenAI's CEO in talks with potential investors for AI chip factories.

  • ➔
  • ➔
  • ➔
  • ➔
Version 0.17 (2024-05-15 14:57:07.023000)

updates: Google unveils Trillium TPUs at Google I/O 2024, plans to use RISC-V architecture for upcoming TPU chips, Google Cloud to support Nvidia Blackwell

  • ➔
  • ➔
  • ➔
Version 0.16 (2024-04-30 01:55:52.163000)

updates: Google's approach to AI hardware, TPUs not for sale

  • ➔
  • ➔
Version 0.15 (2024-03-16 17:14:05.803000)

updates: Updates on Google's AI chip plans, Voyager 1's data changes, Intel CPU vulnerability, and OpenAI's talks with MGX fund

  • ➔
Version 0.14 (2024-03-15 13:31:28.139000)

updates: New information on investment talks with MGX, funding for Chipp and Taalas, and Silicon Box's chip factory in Italy

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.13 (2024-03-14 23:37:21.088000)

updates: New information about Singapore's Silicon Box investing in a chip factory in Italy

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.12 (2024-03-13 01:54:36.587000)

updates: Fargo-based AI startup Chipp receives $400K funding from Legacy Investment for Technology Loan Fund

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.11 (2024-03-05 23:08:42.169000)

updates: Added information about Taalas, an AI chip development startup

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.1 (2024-03-05 22:21:15.886000)

updates: The talks between Temasek Holdings and OpenAI for investment opportunities

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.09 (2024-03-05 14:21:29.943000)

updates: Temasek in talks to invest in OpenAI

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.08 (2024-03-05 14:20:52.004000)

updates: Temasek Holdings in discussions to invest in OpenAI

  • ➔
  • ➔
  • ➔
  • ➔
  • ➔
Version 0.07 (2024-03-05 14:20:02.866000)

updates: Integration of additional details about Temasek's investment talks

  • ➔
  • ➔
  • ➔
  • ➔
Version 0.06 (2024-03-05 14:19:35.919000)

updates: Temasek Holdings in discussions to invest in OpenAI

  • ➔
  • ➔
  • ➔
Version 0.05 (2024-02-27 13:00:32.049000)

updates: New information about Tenstorrent's collaboration with Japanese research group

  • ➔
  • ➔
Version 0.04 (2024-02-18 16:55:43.888000)

updates: Jim Keller challenges Sam Altman's AI ambitions with alternative approach

  • ➔
Version 0.03 (2024-02-17 04:32:28.893000)

updates: SoftBank CEO plans to raise $100 billion for chip venture to compete with Nvidia

  • ➔
  • ➔
  • ➔
  • ➔
Version 0.02 (2024-02-17 04:25:40.705000)

updates: Inclusion of Softbank CEO's plan to build $100 billion AI chip venture competing with Nvidia

  • ➔
  • ➔
  • ➔
Version 0.01 (2023-12-18 09:48:55.041000)

updates: Integration of new information about the AI-inspired dish at SDF base

  • ➔
  • ➔
Version 0.0 (2023-12-18 09:48:41.887000)

updates:

  • ➔