4retire
2 hours ago
Broadcom, TSMC eye possible Intel deals to split storied chipmaker, WSJ reports
PUBLISHED SUN, FEB 16 20257:03 AM EST
Reuters
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The logo of Intel is seen during Computex 2024 in Taipei on June 4, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)
The logo of Intel is seen during Computex 2024 in Taipei, Taiwan, June 4, 2024.
I-hwa Cheng | Afp | Getty Images
Intel’s
rivals Taiwan Semiconductor Manufacturing Co.
and Broadcom
are each eyeing potential deals that would break the U.S. chipmaking icon in two, the Wall Street Journal reported on Saturday, citing people familiar with the matter.
Broadcom has been closely examining Intel’s chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel’s manufacturing business.
TSMC, the world’s biggest contract chipmaker, has separately studied controlling some or all of Intel’s chip plants, potentially as part of an investor consortium or other structure, the report said.
Broadcom and TSMC are not working together, and all of the talks so far are preliminary and largely informal, the Journal added.
Intel’s interim executive chairman, Frank Yeary, has been leading the discussions with possible suitors and Trump administration officials, who are concerned about the fate of a company seen as critical to national security, the report said.
Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added.
Intel, Broadcom, TSMC and the White House did not immediately respond to Reuters’ requests for comment.
A White House official told Reuters on Friday that President Donald Trump’s administration might not support Intel’s U.S. chip factories being operated by a foreign entity after Bloomberg reported that TSMC was considering taking a controlling stake in Intel’s factories at Trump’s request.
The White House official said the Trump administration supported foreign companies investing and building in the U.S. but was “unlikely” to support a foreign firm operating Intel’s factories.
Bloomberg reported that Trump’s team raised the idea of a deal between the two firms in recent meetings with officials from TSMC, who were receptive, citing a person familiar with the matter.
Intel was among the largest beneficiaries of the U.S. push to onshore critical chip manufacturing led by former President Joe Biden’s administration.
In November, the U.S. Commerce Department said it was finalizing a $7.86 billion government subsidy for Intel.
The company is one of a few chipmakers that design and manufacture semiconductors.
TSMC boasts a market valuation about eight times larger than that of Intel. The Taiwanese company’s customers include AI chip leader Nvidia
and AMD
, which is Intel’s fierce rival in PC and server markets.
Former Intel CEO Pat Gelsinger, who was ousted last year, set sky-high expectations for Intel’s manufacturing and AI capabilities among major clients but fell short, leading to the chipmaker losing or canceling contracts, Reuters reported previously.
Intel’s shares lost about 60% of their value last year as the company’s capital-intensive bid to bolster manufacturing — a strategy championed by Gelsinger — strained its cash flow and ultimately led to it cutting about 15% of its workforce.
doc2016
8 hours ago
geminia 2.0 says, "While specific details about the internal architecture of the NVIDIA mini supercomputer, Project DIGITS, haven't been fully disclosed, it's highly probable that it utilizes stacked die technology. Here's why:
High Performance in a Small Form Factor: Project DIGITS is designed to be a compact, personal AI supercomputer delivering petaflop-level performance. Achieving this level of computing power in such a small device necessitates the use of advanced packaging technologies like stacked dies to maximize chip density and minimize power consumption.
GB10 Grace Blackwell Superchip: The supercomputer is powered by the GB10 Grace Blackwell Superchip, which integrates a Blackwell GPU and a Grace CPU. Both of these components are likely built using stacked die technology to enhance their individual performance and enable efficient communication between them.
Industry Trend: The semiconductor industry is increasingly relying on stacked die technology to create more powerful and efficient chips. This trend is driven by the need to continue Moore's Law and deliver ever-increasing performance. NVIDIA is at the forefront of this trend, and it's logical to assume they would employ this technology in their latest supercomputer.
Memory and Interconnect: High-bandwidth memory (HBM) is often used in conjunction with stacked die technology to provide the necessary memory bandwidth for high-performance computing. Additionally, advanced interconnect technologies are required to enable efficient communication between the stacked dies and other components on the chip.
While we don't have explicit confirmation, the combination of high performance, small form factor, and the use of the GB10 Grace Blackwell Superchip strongly suggests that Project DIGITS leverages stacked die technology."
north40000
1 day ago
NVDA's attempt to acquire ARM was nixed by DOJ/FTC. A day or two ago, CNBC-TV reported that NVDA dumped its investment in SOUN, and bought shares of other of its partners HIMS and NBLS. I added to positions of both in our portfolio with cash received from mergers involving our ~ 52k shares of CDMO (and fewer shares of RVNC) that completed in the past couple of weeks. CDMO had been #4 in market value in our portfolio, behind JNJ, NVDA, and VCEL.
JJ8
3 days ago
Trend Analysis
NVDA appears to be consolidating within a longer term uptrend. Shares are presently above the 200-day moving average, which is rising along with the 10-day moving average. However, the Average Directional Index, or ADX, is below 20, indicating that shares have exhibited sideways movement recently. Comparative Relative Strength analysis shows that this issue is lagging the S&P 500.
Momentum for NVDA is strongly bullish. The 14-period Slow Stochastic Oscillator is rising, as investors pay higher prices for shares.
Today's volume is in-line with the norm for this point in the day, with 112,355,487 shares having traded so far. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders. As of 12:37 PM ET Thursday, 02/13/2025
doc2016
3 days ago
china manipulation of news in order to buy cheaper usa tech stocks to replenish chinese pension funds. they've done it before, and no one did boo to them.
now they do it again with the plausible excuse of it being done within their great firewall and the data they trained it on? but if we believe openai and others, deepseek used their hedgefund owners as cover for the big investment in learning,etc. and then did their distillation on it claiming that's all folks.
now they bully apple into using alibaba ai for their population. any western users want to use alibaba ai from within the great wall? might as well get your own world view from the little red book. these same officials put dunce caps on scientists and put them to work in fields? educational diaspora ensued. now they try to entice them back? vance goes to paris and tells macron to create their own ai ip. no freebies and definitely better respect usa patents/copyrights/ and not try to steal ip. they got money from biden for green energy /global warming, but not going to happen with the new guy. cooperation is one thing, they think the marshall plan forgiveness is something forever? their gratitude lasts less than a generation or two and then it's back to messing around with other's stuff. no , this time they have to pay for it.
4retire
4 days ago
calls DeepSeek a 'disinformation machine'
Security researchers warned that DeepSeek's website had computer code that could send some user login information to a Chinese state-owned telecom company that has been barred from operating in the U.S.
In addition, independent researcher SemiAnalysis disputed claims that DeepSeek V3 incurs a training cost of roughly $6 million. It pegged the total server capital expenditure at $1.3 billion.
And NewsGuard branded the chatbot phenom a “disinformation machine” that failed to provide accurate information 83% of the time and frequently inserted Chinese government messaging into unrelated responses.
"NewsGuard’s analysis of how DeepSeek responds to prompts related to disinformation from China, Russia and Iran found that the chatbot repeated false claims even in response to neutral, straightforward queries," the group said.
Louis Navellier, chairman and founder of Navellier & Associates, said during a recent podcast that DeepSeek was announced during the NFC-AFC football playoffs “and that news took a bunch of stocks down premarket.”
“I guarantee your average trader is watching those football games,” he said. “It looks like it was done to just hit the market because the app's not working, to be honest with you. It's crashing the cloud constantly, so whatever narratives the short sellers are using are now over.”
Dallas-Cowboys
5 days ago
Arizona1 thanks for the private reply on the copy and paste it seems to work. I don't have the private reply service.
Quinn Bolton -- AnalystGot it. So, just waiting for the allocation, it sounds like is the gating factor. Got it. And then maybe just a follow-up, longer-term question, Charles, on this DeepSeek impact on the industry, certainly sounds like we'll get more deployment of AI models, which probably says we get more inferencing.To the extent that you see more inferencing infrastructure put in place, it's probably more fragmented. I assume that that's good for Super Micro because it's less concentrated, probably more variability of systems. But can you spend a second on whether you think a shift toward inferencing is positive for the business? Is it neutral? Is it negative?Charles Liang -- Chairman, President & Chief Executive OfficerYeah, it's very positive. When invention becomes more popular, becomes worldwide trend, right? I mean, before, I mean, they may have a 300 buyer basically. But with even getting popular, AI, getting popular, I believe, very soon, there will be thousands of companies need to buy AI equipment or service. So, we are very happy to see the market size is growing, and many more customers are asking product, asking a total solution.And with our application-optimized major Building Block Solution. We are able to service a variety of customers in different verticals. So, that's another advantage we will have.
Dallas-Cowboys
5 days ago
Here is a question and answer from Super Micro earnings transcript. Hopefully my copy and paste works.
Quinn Bolton -- AnalystThanks for taking my question. Just wanted to follow up on the GB200/NVL72 question. Just it sounds like you guys are ready to go, but the biggest gating factor is just support from NVIDIA, do you guys have a forecast from NVIDIA? When did you think you're going to start to see supply of the GPUs so that you can ship the NVL72 or is visibility still pretty low on the availability of the GPUs?Charles Liang -- Chairman, President & Chief Executive OfficerWe already proved pretty much everything. And now that's waiting for -- and we had some allocation, some volume. But the volume demand is way much bigger. So, we are waiting for more allocation.So, hopefully, very soon, we can ship in a much higher volume.
doc2016
5 days ago
the quantum computer techs combined qubits applied to the same job are said to impart an improvement in qubit reliability. it would therefore be necessary to have an ip which allows collaborate work/entanglement of their work/platform/algo.........enter nvidia cuda-q. i think this is jensen's genius. of course you need nvidia to manage the collaborative efforts of the distributed quantum computers, supercomputers, asics, gpu, sensors, etc. a global network with off world assets as well/scalable and flexible and secure. usa has stargate, japan has their, china has alibaba, eu has theirs, each node can be a node of nodes for collaborative work as our world spins on it's axis. wags.
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