Why Trump's Tariffs May Bring Worse-than-expected Price Hikes to Consumer Electronics
In-vehicle chips are in a "mixed battle", with NVIDIA, Intel, and domestic manufacturers competing in the Asia Vets track.
① NVIDIA's Thor autonomous driving chip is delayed, leading domestic car manufacturers to choose in-house development. ② Intel has launched an integrated vehicle technology platform, aiming to demonstrate its determination to transform.
Express News | CITIC SEC: The year of mass production for Optimus is expected to inject strong confidence into the humanoid robot Sector.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
Sonde Health Integrates Voice-Based Health Monitoring Technology Into Qualcomm's Snapdragon S7+ Gen 1 Sound Platform
Accelerating the Future: Toshiba and Qualcomm Collaborate on Bold New Vision for Retail Technology Innovation
Evercore Maintains Qualcomm(QCOM.US) With Hold Rating, Maintains Target Price $199
Danger! U.S. Treasury yields are approaching the critical level of 5%, and a new wave of stock market sell-off may be coming.
The yield on U.S. Treasury bonds is rapidly rising to its highest level since October 2023, approaching a critical threshold that has historically triggered stock market sell-offs, causing panic in the market.
Tata Elxsi Delivers Stable Revenues in Q3 FY'25
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Qualcomm's Budget PC Chips Don't Solve Its Biggest Problem
Hyundai Mobis, Qualcomm Partner on Advanced Automotive Technology
DBS Maintains Qualcomm(QCOM.US) With Buy Rating, Maintains Target Price $215
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
Lenovo (00992) globally launches Qualcomm Snapdragon X desktop AIPC: 1L size, available for sale as early as February.
On January 9, at CES 2025, Lenovo (00992) launched two highly targeted mini computers.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Express News | Peking has issued the "Action Plan for Accelerating the Innovative Development of Brain-computer Interface (2025-2030)".
The Global bond market is experiencing a frantic sell-off, with US Treasury yields quickly approaching 5%.
The 20-year US Treasury yield has already broken through 5%, while the UK 10-Year Treasury Notes Yield has also risen to 4.82%, reaching a new high since 2008. Inflation worries have prompted traders to lower their expectations for interest rate cuts by the Federal Reserve and the Bank of England this year, and at the same time, the market is weighing the impact of President Trump's policies.
Express News | MeiG Smart Technology partnered with clients to launch a scalable AI smart robot at CES 2025.
Biden Administration Planning More Restrictions on AI Chip Exports; US Semiconductor Companies' Shares Slip After Hours