#Broadcom Inc

[uniqueeval]

Qualcomm recently approached Intel about a possible takeover

Qualcomm CEO Cristiano Amon speaks at the Computex forum in Taipei, Taiwan, June 3, 2024. Ann Wang | Reuters Qualcomm recently approached struggling chipmaker Intel about a takeover, CNBC has confirmed. It wasn’t clear if Intel had engaged in conversations with Qualcomm or what the terms would be, according to a person familiar with the matter who asked not to be named because the information…

[apieinvestavimapaprastai]

Broadcom Inc.: The Ultimate Investment Opportunity in 2025

Explore Broadcom Inc.'s impressive financial performance, strategic market position, and consistent dividend policy. Learn why this tech #Stockpriceforecasting #Investmentinsights #Dividendpolicy #Marketanalysis #Techinvestments #Semiconductorsolutions

Broadcom Inc. is a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions. The company’s operations are divided into two main segments: Continue reading Broadcom Inc.: The Ultimate Investment Opportunity in 2025

[govindhtech]

Valkey 7.2 On Memorystore: Open-Source Key-Value Service

The 100% open-source key-value service Memorystore for Valkey is launched by Google Cloud.

In order to give users a high-performance, genuinely open-source key-value service, the Memorystore team is happy to announce the preview launch of Valkey 7.2 support for Memorystore.

Memorystore for Valkey

A completely managed Valkey Cluster service for Google Cloud is called Memorystore for Valkey. By utilizing the highly scalable, reliable, and secure Valkey service, Google Cloud applications may achieve exceptional performance without having to worry about handling intricate Valkey deployments.

In order to guarantee high availability, Memorystore for Valkey distributes (or “shards”) your data among the primary nodes and duplicates it among the optional replica nodes. Because Valkey performance is greater on many smaller nodes rather than fewer bigger nodes, the horizontally scalable architecture outperforms the vertically scalable architecture in terms of performance.

Memorystore for Valkey is a game-changer for enterprises looking for high-performance data management solutions reliant on 100% open source software. It was added to the Memorystore portfolio in response to customer demand, along with Memorystore for Redis Cluster and Memorystore for Redis. From the console or gcloud, users can now quickly and simply construct a fully-managed Valkey Cluster, which they can then scale up or down to suit the demands of their workloads.

Thanks to its outstanding performance, scalability, and flexibility, Valkey has quickly gained popularity as an open-source key-value datastore. Valkey 7.2 provides Google Cloud users with a genuinely open source solution via the Linux Foundation. It is fully compatible with Redis 7.2 and the most widely used Redis clients, including Jedis, redis-py, node-redis, and go-redis.

Valkey is already being used by customers to replace their key-value software, and it is being used for common use cases such as caching, session management, real-time analytics, and many more.

Customers may enjoy a nearly comparable (and code-compatible) Valkey Cluster experience with Memorystore for Valkey, which launches with all the GA capabilities of Memorystore for Redis Cluster. Similar to Memorystore for Redis Cluster, Memorystore for Valkey provides RDB and AOF persistence, zero-downtime scaling in and out, single- or multi-zone clusters, instantaneous integrations with Google Cloud, extremely low and dependable performance, and much more. Instances up to 14.5 TB are also available.

Memorystore for Valkey, Memorystore for Redis Cluster, and Memorystore for Redis have an exciting roadmap of features and capabilities.

The momentum of Valkey

Just days after Redis Inc. withdrew the Redis open-source license, the open-source community launched Valkey in collaboration with the Linux Foundation in March 2024 (1, 2, 3). Since then, they have had the pleasure of working with developers and businesses worldwide to propel Valkey into the forefront of key-value data stores and establish it as a premier open source software (OSS) project. Google Cloud is excited to participate in this community launch with partners and industry experts like Snap, Ericsson, AWS, Verizon, Alibaba Cloud, Aiven, Chainguard, Heroku, Huawei, Oracle, Percona, Ampere, AlmaLinux OS Foundation, DigitalOcean, Broadcom, Memurai, Instaclustr from NetApp, and numerous others. They fervently support open source software.

The Valkey community has grown into a thriving group committed to developing Valkey the greatest open source key-value service available thanks to the support of thousands of enthusiastic developers and the former core OSS Redis maintainers who were not hired by Redis Inc.

With more than 100 million unique active users each month, Mercado Libre is the biggest finance, logistics, and e-commerce company in Latin America. Diego Delgado discusses Valkey with Mercado Libre as a Software Senior Expert:

At Mercado Libre, Google Cloud need to handle billions of requests per minute with minimal latency, which makes caching solutions essential. Google Cloud especially thrilled about the cutting-edge possibilities that Valkey offers. They have excited to investigate its fresh features and add to this open-source endeavor.”

The finest is still to come

By releasing Memorystore for Valkey 7.2, Memorystore offers more than only Redis Cluster, Redis, and Memcached. And Google Cloud is even more eager about Valkey 8.0’s revolutionary features. Major improvements in five important areas performance, reliability, replication, observability, and efficiency were introduced by the community in the first release candidate of Valkey 8.0. With a single click or command, users will be able to accept Valkey 7.2 and later upgrade to Valkey 8.0. Additionally, Valkey 8.0 is compatible with Redis 7.2, exactly like Valkey 7.2 was, guaranteeing a seamless transition for users.

The performance improvements in Valkey 8.0 are possibly the most intriguing ones. Asynchronous I/O threading allows commands to be processed in parallel, which can lead to multi-core nodes working at a rate that is more than twice as fast as Redis 7.2. From a reliability perspective, a number of improvements provided by Google, such as replicating slot migration states, guaranteeing automatic failover for empty shards, and ensuring slot state recovery is handled, significantly increase the dependability of Cluster scaling operations. The anticipation for Valkey 8.0 is already fueling the demand for Valkey 7.2 on Memorystore, with a plethora of further advancements across several dimensions (release notes).

Similar to how Redis previously expanded capability through modules with restricted licensing, the community is also speeding up the development of Valkey’s capabilities through open-source additions that complement and extend Valkey’s functionality. The capabilities covered by recently published RFCs (“Request for Comments”) include vector search for extremely high performance vector similarly search, JSON for native JSON support, and BloomFilters for high performance and space-efficient probabilistic filters.

Former vice president of Gartner and principal analyst of SanjMo Sanjeev Mohan offers his viewpoint:

The advancement of community-led initiatives to offer feature-rich, open-source database substitutes depends on Valkey. Another illustration of Google’s commitment to offering really open and accessible solutions for customers is the introduction of Valkey support in Memorystore. In addition to helping developers looking for flexibility, their contributions to Valkey also support the larger open-source ecosystem.

It seems obvious that Valkey is going to be a game-changer in the high-performance data management area with all of the innovation in Valkey 8.0, as well as the open-source improvements like vector search and JSON, and for client libraries.

Valkey is the secret to an OSS future

Take a look at Memorystore for Valkey right now, and use the UI console or a straightforward gcloud command to establish your first cluster. Benefit from OSS Redis compatibility to simply port over your apps and scale in or out without any downtime.

Read more on govindhtech.com

[jcmarchi]

Broadcom's AI surge challenges Nvidia's dominance

New Post has been published on https://thedigitalinsider.com/broadcoms-ai-surge-challenges-nvidias-dominance/

Broadcom's AI surge challenges Nvidia's dominance

.pp-multiple-authors-boxes-wrapper display:none; img width:100%;

Riding the AI wave, semiconductor giant Broadcom has joined the stampede of companies chasing Nvidia for a piece of the lucrative AI chip market. The computing and software conglomerate is up more than 66% in the past year, as it makes power moves to establish itself as one of the most dominant players in AI today. Broadcom has been making aggressive moves that have piqued the interest of analysts and investors, from buying VMware in a $61 billion deal to strengthen its data centre and cloud chops, to investments in AI chip R&D.

Central to Broadcom’s AI aspirations now is its fast-growing AI-connected chip business, which the company said it now forecasts will bring in an astounding $11 billion in revenue for fiscal 2024, up from a previous forecast of $10 billion. Combined with a 15% jump in Broadcom Inc shares recently, the upward revision reinforces the strong appetite for chips driving the rise of generative AI.

Morningstar analysts agreed in a note to Reuters that Broadcom remains “we continue to see Broadcom as incredibly well-positioned to benefit from rising generative AI investment in the long term,” — a view widely held on Wall Street. A second explanation for the upswing in AI for Broadcom is essentially through buying or investing very well over the years.

They come as one of three planned spinoffs in Dell’s drive to become a full-fledged cloud computing firm with the $61 billion acquisition of VMware next year, which also added $50 billion to its market capitalisation, per FactSet data. In addition, Broadcom has been ramping up its own custom AI chip business, inking deals with tech giants including Alphabet’s Google and Meta Platforms.

In March, the company revealed that a third unidentified customer was using its custom AI chips, which gave its business credibility in this high-stakes industry. According to Reuters, “At an investor conference on Wednesday, Broadcom said it will produce the new custom AI chips for ‘hyperscaler’ buyers that are mostly Alphabet’s Google and Meta Platforms.”

Diversified revenue streams and investor optimism

Broadcom’s software division, bolstered by the VMware acquisition, added $2.7 billion to its second-quarter revenue, further diversifying the company’s revenue streams and positioning it as a formidable force in the AI ecosystem. The company’s stock performance reflects this optimism, with shares surging 76% over the past 12 months and closing at a staggering $1,495.5 on Wednesday. 

Broadcom’s recent announcement of a 10-for-1 stock split, a move reminiscent of Nvidia’s strategy, is expected to further fuel investor enthusiasm. “It’s a sure-fire way to send your stock soaring,” Triple D Trading analyst Dennis Dick told Reuters, commenting on the stock split, adding that the move was “right out of Nvidia’s book.”

Nvidia’s dominance and competitive pressure

Broadcom is progressing, but Nvidia is still the leader in this space. For years, Nvidia has benefited from the first-mover advantage of producing AI chips that cater to a long tail of applications while favoring innovation over turning in big volume. While that balance appears to be in flux, Broadcom’s recent wins shed light on how the writing may be on the wall for a boom in AI now benefiting more than just one company.

This new contender has even forced Nvidia’s CEO Jensen Huang to admit that ‘a resurgent Broadcom (and other start-ups) have planners at Nvidia nervous. Huang, for his part, stressed how the company must continue to innovate to ensure that it remains ahead of its peers. Nevertheless, competition has yet to make a dent on Nvidia’s enviable lead in the AI chip market as the company busily cranks out its top-performing AI tech.

Broadcom vs Nvidia: The battle for AI chip supremacy

Unlike Nvidia’s graphics processing units which have long dominated the industry, Broadcom’s custom AI chips �� or application-specific integrated circuits – might offer a great business opportunity for tech giants with massive and steady-state AI workloads. These bespoke chips require considerable initial capital investment but they can offer large cost savings in both CapEx and power consumption, which sets them up as a more cost-effective (if less general purpose) option to Nvidia’s.

Also bullish on Broadcom is Piper Sandler analyst Harsh Kumar, who writes, “We continue to see [Broadcom] as the best AI play [excluding Nvidia] due to its strong positioning in the custom ASIC business along with its strong software portfolio.”

Broadcom’s multi-pronged strategy of pumping cash into buyouts, offering bespoke chips and expanding into a software business has established it as a strong rival, as the AI revolution shows few signs of abating. Nvidia is still the undisputed leader in the industry, but Broadcom’s bold AI play here was enough to light a fire under investors and analysts both, sowing the seeds of what could become an epic showdown in the market for AI chips.

(Photo by Kenny Eliason)

Want to learn more about AI and big data from industry leaders? Check out AI & Big Data Expo taking place in Amsterdam, California, and London. The comprehensive event is co-located with other leading events including Intelligent Automation Conference, BlockX, Digital Transformation Week, and Cyber Security & Cloud Expo.

Explore other upcoming enterprise technology events and webinars powered by TechForge here.

Tags: ai, artificial intelligence, broadcom, Nvidia

[mybusinesslearning]

VMware Acquisition Close: Q&A with Hock Tan, President and CEO, Broadcom...

Who remember semiconductor company, IDT

Tan went on to become the CEO of Integrated Circuit Systems Inc. When this was sold to Integrated Device Technology Inc, he became the latter company's chairman.

Avago was created following a US$2.66 billion private equity buyout of the Semiconductor Products Group of Agilent Technologies in 2005. Tan was hired to lead this new company as chief executive.

After mit and Harvard M.B.A., his next ten years of business acumen makes one trust him.

So investing in broad com from 2015 onwards = heavy returns.

Current 2024, after acquisition of VM ware, unlike other acquirers, acquiring AVGO appreciated.

#good-management

#strong-CEO-leader

[techviewindustry]

Cyber Security Market 2025 Size, Share, Growth Trends Forecast to 2032

The global Cyber Security Market size is expected to grow from USD 172.32 billion in 2023 to USD 424.97 billion in 2030, at a Compound Annual Growth Rate (CAGR) of 13.8% during the forecast period.

The recently released Fortune Business Insights research on the Global Cyber Security Market survey report provides facts and statistics regarding market structure and size. Global Cyber Security Market Size 2025 Research report presents an in-depth analysis of the Global Market size, growth, share, segments, manufacturers, and forecast, competition landscape and growth opportunity. The research’s goal is to provide market data and strategic insights to help decision-makers make educated investment decisions while also identifying potential gaps and development possibilities.

Companies Profiled in the Global Cyber Security Market:

Cisco Systems, Inc. (U.S.)

IBM Corporation (U.S.)

Fortinet, Inc. (U.S.)

Proofpoint, Inc. (U.S.)

Microsoft Corporation (U.S.)

Palo Alto Networks, Inc. (U.S.)

Zscaler, Inc. (U.S.)

Broadcom, Inc. (U.S.)

F5 Networks, Inc. (U.S.)

Check Point Software Technologies (Israel)

Sophos Ltd. (U.K.)

Rising Number of E-Commerce Platforms to Drive Market Trajectory

The rising number of e-commerce platforms and technological technologies such as artificial intelligence, cloud, and block chain have amplified the internet security solutions in a connected network infrastructure. The governments of countries such as India, Germany, France, Israel, and Brazil, and others have been investing in internet security solutions to secure their huge volume of confidential data and information.

However, high cost of implementation and internet security solutions and services impede the adoption of cyber security solutions by SMEs, which is anticipated to hinder market development.

What exactly is included in the Report?

– Industry Trends and Developments: In this section, the authors of the research discuss the significant trends and developments that are occurring in the Cyber Security Market place, as well as their expected impact on the overall growth.

– Analysis of the industry’s size and forecast: The industry analysts have provided information on the size of the industry from both a value and volume standpoint, including historical, present and projected figures.

– Future Prospects: In this portion of the study market participants are presented with information about the prospects that the Cyber Security Market is likely to supply them with.

– The Competitive Landscape: This section of the study sheds light on the competitive landscape of the Cyber Security Market by examining the important strategies implemented by vendors to strengthen their position in the global market.

– Study on Industry Segmentation: This section of the study contains a detailed overview of the important Cyber Security Market segments, which include product type, application, and vertical, among others.

– In-Depth Regional Analysis: Vendors are provided with in-depth information about high-growth regions and their particular countries, allowing them to place their money in more profitable areas.

This Report Answers the Following Questions:

What are the Cyber Security Market growth drivers, hindrances, and dynamics?

Which companies would lead the market by generating the largest revenue?

How will the companies surge the processes adoption amid the COVID-19 pandemic?

Which region and segment would dominate the Cyber Security Market in the coming years?

Cyber Security Market Segments:

By Security Type

Network Security

Cloud Application Security

End-point Security

Secure Web Gateway

Application Security

Others

By Enterprise Size

Small & Medium Enterprises (SMEs)

Large Enterprises

By Industry

BFSI

IT and Telecommunications

Retail

Healthcare

Government

Manufacturing

Travel and Transportation

Energy and Utilities

Others

Table Of Content:

Moreover, Introduction

1.1. Moreover, Research Scope

1.2. Moreover, Market Segmentation

1.3. Moreover, Research Methodology

1.4. Moreover, Definitions and Assumptions

Executive Summary

Market Dynamics

3.1. Moreover, Market Drivers

3.2. Moreover, Market Restraints

3.3. Moreover, Market Opportunities

Moreover, Key Insights

4.1. Key Industry Developments – Moreover, Merger, Acquisitions, and Partnerships

4.2. Porter’s Five Forces Moreover, Analysis

4.3. Moreover, SWOT Analysis

4.4. Moreover, Technological Developments

4.5. Moreover, Value Chain Analysis

4.6. Moreover, Impact of COVID-19 on Market

5.Key Findings / Moreover, Summary

5.1 North America Sales, Revenue and Market Share by Country

5.1.1 North America Sales and Market Share by Country (2023-2030)

5.1.2 North America Revenue and Market Share by Country (2023-2030)

5.2 United States Sales and Growth Rate (2023-2030)

5.3 Canada Sales and Growth Rate (2023-2030)

5.4 Mexico Sales and Growth Rate (2023-2030)

8 South America by Country

8.1 South America Sales, Revenue and Market Share by Country

8.1.1 South America Sales and Market Share by Country (2023-2030)

8.1.2 South America Revenue and Market Share by Country (2023-2030)

8.2 Brazil Sales and Growth Rate (2023-2030)

8.3 Argentina Sales and Growth Rate (2023-2030)

8.4 Colombia Sales and Growth Rate (2023-2030)

9 Middle East and Africa by Countries

9.1 Moreover, Middle East and Africa Sales, Revenue and Market Share by Country

9.1.1 Middle East and Africa Sales and Market Share by Country (2023-2030)

9.1.2 Moreover, Middle East and Africa Revenue and Market Share by Country (2023-2030)

9.2 Saudi Arabia Sales and Growth Rate (2023-2030)

9.3 Moreover, Turkey Sales and Growth Rate (2023-2030)

9.4 Egypt Sales and Growth Rate (2023-2030)

9.5 Moreover, Nigeria Sales and Growth Rate (2023-2030)

10 Cyber Security Market Size 2025 In Developing Countries

11 South America Analysis by Countries

12 Moreover, Competitive Landscape

13 Moreover, Industry Outlook

13.1 Moreover, Market Driver Analysis

13.1.2 Moreover, Market Restraints Analysis

13.1.3 Moreover, Market Trends Analysis

13.2 Moreover, Merger, Acquisition and New Investment

13.3 Moreover, News of Product Release

14 Moreover, Global Forecast

15 Moreover, New Project Feasibility Analysis

15.1 Moreover, Industry Barriers and New Entrants SWOT Analysis

15.1.1 Moreover, Porter’s Five Forces Analysis

15.1.2 Moreover, New Entrants SWOT Analysis

15.2 Moreover, Analysis and Suggestions on New Project Investment

Continued…

[uniqueeval]

Here are the three most important things to watch in the market this week

It was a rough start to the historically weak month of September on Wall Street. Economic growth concerns and investor trepidation ahead of Tuesday’s presidential debate and the Federal Reserve’s policy meeting later in the month sank the market. For the week: The S & P 500 gave back over 4% in its worst weekly performance in a year; the Nasdaq plunged more than 5.5%; and the Dow Jones Industrial…

[shivamthakrejr]

AI Data Center Builder Nscale Secures $155M Investment

Nscale Ltd., a startup based in London that creates data centers designed for artificial intelligence tasks, has raised $155 million to expand its infrastructure.

The Series A funding round was announced today. Sandton Capital Partners led the investment, with contributions from Kestrel 0x1, Blue Sky Capital Managers, and Florence Capital. The funding announcement comes just a few weeks after one of Nscale’s AI clusters was listed in the Top500 as one of the world’s most powerful supercomputers.

The Svartisen Cluster took the 156th spot with a maximum performance of 12.38 petaflops and 66,528 cores. Nscale built the system using servers that each have six chips from Advanced Micro Devices Inc.: two central processing units and four MI250X machine learning accelerators. The MI250X has two graphics cards made with a six-nanometer process, plus 128 gigabytes of memory to store data for AI models.

The servers are connected through an Ethernet network that Nscale created using chips from Broadcom Inc. The network uses a technology called RoCE, which allows data to move directly between two machines without going through their CPUs, making the process faster. RoCE also automatically handles tasks like finding overloaded network links and sending data to other connections to avoid delays.

On the software side, Nscale’s hardware runs on a custom-built platform that manages the entire infrastructure. It combines Kubernetes with Slurm, a well-known open-source tool for managing data center systems. Both Kubernetes and Slurm automatically decide which tasks should run on which server in a cluster. However, they are different in a few ways. Kubernetes has a self-healing feature that lets it fix certain problems on its own. Slurm, on the other hand, uses a network technology called MPI, which moves data between different parts of an AI task very efficiently.

Nscale built the Svartisen Cluster in Glomfjord, a small village in Norway, which is located inside the Arctic Circle. The data center (shown in the picture) gets its power from a nearby hydroelectric dam and is directly connected to the internet through a fiber-optic cable. The cable has double redundancy, meaning it can keep working even if several key parts fail. 

The company makes its infrastructure available to customers in multiple ways. It offers AI training clusters and an inference service that automatically adjusts hardware resources depending on the workload. There are also bare-metal infrastructure options, which let users customize the software that runs their systems in more detail.

Customers can either download AI models from Nscale's algorithm library or upload their own. The company says it provides a ready-made compiler toolkit that helps convert user workloads into a format that runs smoothly on its servers. For users wanting to create their own custom AI solutions, Nscale provides flexible, high-performance infrastructure that acts as a builder ai platform, helping them optimize and deploy personalized models at scale.

Right now, Nscale is building data centers that together use 300 megawatts of power. That’s 10 times more electricity than the company’s Glomfjord facility uses. Using the Series A funding round announced today, Nscale will grow its pipeline by 1,000 megawatts. “The biggest challenge to scaling the market is the huge amount of continuous electricity needed to power these large GPU superclusters,” said Nscale CEO Joshua Payne. Read this link also : https://sifted.eu/articles/tech-events-2025

“Nscale has a 1.3GW pipeline of sites in our portfolio, which lets us design everything from scratch – the data center, the supercluster, and the cloud environment – all the way through for our customers.” The company will build new data centers in North America and Europe. The company plans to build 120 megawatts of data center capacity next year. The new infrastructure will support Nscale’s upcoming public cloud service, which will focus on training and inference tasks, and is expected to launch in the first quarter of 2025.

[ericalto]

Broadcom CEO Charlie Kawwas sells $9.28 million worth of stock via Investing.com

Charlie B. Kawwas, President of the Semiconductor Solutions Group at Broadcom Inc. (NASDAQ:), sold 40,000 shares of the company’s common stock. The shares were traded at an average price of $231.98 each, for a total of approximately $9.28 million. The sale comes as Broadcom, now valued at $1.11 billion, is trading near a 52-week high and a remarkable 128% return over the past year. According to…

[findingprostocks]

AVGO opened with a gap down on Dec 27, 2024, experienced volatility 3.88%

[credenceresearchdotblog]

The global demand for Application Specific Integrated Circuits (ASIC)s was valued at USD 17,581.25 million in 2023 and is expected to reach USD 30,988.25  Million in 2032, growing at a CAGR of 6.43% between 2024 and 2032. The Semiconductor Assembly and Testing Services (SATS) market is a critical component of the global semiconductor industry, playing an integral role in the production and quality assurance of semiconductor devices. As technology advances and the demand for electronic devices continues to grow, the SATS market is poised for significant growth, driven by the increasing complexity of semiconductor devices and the need for specialized assembly and testing solutions.

Browse the full report https://www.credenceresearch.com/report/application-specific-integrated-circuits-asics-market

Market Dynamics

Key Drivers

Growing Semiconductor Demand: The global demand for semiconductors is rising exponentially, fueled by advancements in artificial intelligence (AI), 5G technology, Internet of Things (IoT), and automotive electronics. SATS providers enable manufacturers to meet this demand by offering cost-effective and efficient assembly and testing services.

Outsourcing Trends: Semiconductor companies increasingly outsource assembly and testing processes to SATS providers to reduce operational costs and focus on core competencies such as chip design and innovation. This trend has bolstered the growth of the SATS market.

Technological Advancements: The transition to smaller node sizes, 3D packaging technologies, and heterogeneous integration has created a greater need for advanced assembly and testing capabilities, which SATS providers are well-positioned to deliver.

Rise in Consumer Electronics: The proliferation of smartphones, laptops, wearables, and smart home devices has amplified the demand for semiconductors, indirectly driving the SATS market forward.

Challenges

Capital-Intensive Nature: The SATS industry requires significant investment in state-of-the-art equipment and technology, which can pose a barrier to entry and expansion for smaller players.

Geopolitical Risks: Trade tensions, tariffs, and geopolitical uncertainties can disrupt the global semiconductor supply chain, affecting SATS providers’ operations and profitability.

Supply Chain Disruptions: Events like the COVID-19 pandemic have highlighted vulnerabilities in the semiconductor supply chain, emphasizing the need for more resilient and localized SATS operations.

Future Outlook

The SATS market is expected to witness robust growth in the coming years, driven by continued advancements in semiconductor technology and rising demand across diverse applications. Emerging trends such as chiplet-based architectures, advanced packaging solutions, and AI-driven testing methodologies are likely to redefine the market’s trajectory. Additionally, the push for localization and resilient supply chains could create new opportunities for regional SATS providers.

Key Players

Broadcom Inc.

STMicroelectronics

Faraday Technology Corporation

Comport Data

FUJITSU

Infineon Technologies AG

Intel Corporation

ASIX Electronics

OmniVision Technologies, Inc.

Semiconductor Components Industries, LLC

Seiko Epson Corporation

DWIN Technology

Socionext America Inc.

Tekmos Inc.

Others

Segmentation

Type of ASIC:

Full Custom ASICs

Semi-Custom ASICs (Standard Cell ASICs)

Programmable ASICs (FPGA-based ASICs)

Application:

Telecommunications

Consumer Electronics

Automotive

Industrial Automation

Medical Electronics

Aerospace and Defense

Data Centers and Cloud Computing

IoT (Internet of Things)

Blockchain and Cryptocurrency

AI (Artificial Intelligence) and Machine Learning

By Region

North America

US

Canada

Mexico

Europe

Germany

France

UK.

Italy

Spain

Rest of Europe

Asia Pacific

China

Japan

India

South Korea

South-east Asia

Rest of Asia Pacific

Latin America

Brazil

Argentina

Rest of Latin America

Middle East & Africa

GCC Countries

South Africa

Rest of Middle East and Africa

Browse the full report https://www.credenceresearch.com/report/application-specific-integrated-circuits-asics-market

Contact:

Credence Research

Please contact us at +91 6232 49 3207

Email: sales@credenceresearch.com

Website: www.credenceresearch.com

[celebritydailys]

[ad_1] Is This Nancy Pelosi's Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial returns for investors by 2025, potentially surpassing AI chip heavyweight Nvidia Corporation (NASDAQ:NVDA). What Happened: Yiu said that tech giants like Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Google LLC (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) are looking to broaden their AI chip supplier base. Despite their substantial purchases of Nvidia’s GPUs, these companies are now also creating their own custom chips for AI applications, CNBC reported on Monday. Don’t Miss: Yiu sees Broadcom as the next Nvidia in terms of potential outperformance, thanks to its strong partnerships with major tech firms. “Nvidia's GPUs are very powerful, but at the same time also very expensive,” Yiu noted. “From Microsoft's perspective, you don't want to become overly dependent on one single supplier.” Broadcom’s year to date returns have climbed 103.42% this year, as of Monday pre-market hours, according to Benzinga Pro. It hit a market cap of over $1 trillion after announcing that its AI revenue tripled to $12.2 billion in 2024. The company is working with three major cloud computing customers, Meta, Alphabet, and ByteDance, to develop custom AI chips. Despite still holding an investment in Nvidia, Yiu has significantly cut it from nearly 10% of his fund's portfolio. He views Broadcom as a more attractive investment opportunity due to its smaller size. “For a $1 trillion company to grow 50% to become $1.5 trillion is reasonable. But for Nvidia to do that, they would need to add another $1.5 trillion, which is a very big number,” he elaborated. Trending: Arrived Home's Private Credit Fund’s has historically paid an annualized dividend yield of 8.1%*, which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum. Why It Matters: Broadcom’s CEO Hock Tan has expressed strong confidence in the sustainability of the AI boom. Big tech companies like Google, Meta, and ByteDance are investing heavily in designing custom processors to accelerate the training and deployment of AI systems. Even OpenAI and Apple have partnered with Broadcom to develop their AI server chips, diversifying their exposure to Nvidia. Story Continues Kurv Investment Management’s CEO Howard Chan recently mentioned that chipmakers like Nvidia and Broadcom are leading the AI wave. He noted that demand is outstripping supply in this sector, benefiting chipmakers and cloud computing service providers. Former House Speaker Nancy Pelosi (D-Calif.), known for her active stock market investments as a member of Congress, disclosed in June that she had acquired call options on Broadcom. These options, adjusted to a strike price of $80 after a 10-for-1 stock split, are set to expire in June 2025. Pelosi, a widely followed Congressional trader, has drawn significant attention to her stock holdings, inspiring dedicated Pelosi portfolio trackers. Check It Out: EquityMultiple's ‘Alpine Note — Basecamp Series' is turning heads and opening wallets. This short-term note investment offers investors a 9% rate of return (APY) with just a 3 month term and $5K minimum. The Basecamp rate is at a significant spread to t-bills. This healthy rate of return won't last long. With the Fed poised to cut interest rates in the near future, now could be the time to lock in a favorable rate of return with a flexible, relatively liquid investment option.  What's more, Alpine Note — Basecamp can be rolled into another Alpine Note for compounding returns, or into another of EquityMultiple's rigorously vetted real estate investments, which also carry a minimum investment of just $5K. Basecamp is exclusively open to new investors on the EquityMultiple platform. Looking for fractional real estate investment opportunities? The Benzinga Real Estate Screener features the latest offerings. Image via Shutterstock This article Is This Nancy Pelosi's Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025 originally appeared on Benzinga.com © 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. [ad_2] Source link

[breakingnewss15]

[ad_1] Is This Nancy Pelosi's Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial returns for investors by 2025, potentially surpassing AI chip heavyweight Nvidia Corporation (NASDAQ:NVDA). What Happened: Yiu said that tech giants like Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Google LLC (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) are looking to broaden their AI chip supplier base. Despite their substantial purchases of Nvidia’s GPUs, these companies are now also creating their own custom chips for AI applications, CNBC reported on Monday. Don’t Miss: Yiu sees Broadcom as the next Nvidia in terms of potential outperformance, thanks to its strong partnerships with major tech firms. “Nvidia's GPUs are very powerful, but at the same time also very expensive,” Yiu noted. “From Microsoft's perspective, you don't want to become overly dependent on one single supplier.” Broadcom’s year to date returns have climbed 103.42% this year, as of Monday pre-market hours, according to Benzinga Pro. It hit a market cap of over $1 trillion after announcing that its AI revenue tripled to $12.2 billion in 2024. The company is working with three major cloud computing customers, Meta, Alphabet, and ByteDance, to develop custom AI chips. Despite still holding an investment in Nvidia, Yiu has significantly cut it from nearly 10% of his fund's portfolio. He views Broadcom as a more attractive investment opportunity due to its smaller size. “For a $1 trillion company to grow 50% to become $1.5 trillion is reasonable. But for Nvidia to do that, they would need to add another $1.5 trillion, which is a very big number,” he elaborated. Trending: Arrived Home's Private Credit Fund’s has historically paid an annualized dividend yield of 8.1%*, which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum. Why It Matters: Broadcom’s CEO Hock Tan has expressed strong confidence in the sustainability of the AI boom. Big tech companies like Google, Meta, and ByteDance are investing heavily in designing custom processors to accelerate the training and deployment of AI systems. Even OpenAI and Apple have partnered with Broadcom to develop their AI server chips, diversifying their exposure to Nvidia. Story Continues Kurv Investment Management’s CEO Howard Chan recently mentioned that chipmakers like Nvidia and Broadcom are leading the AI wave. He noted that demand is outstripping supply in this sector, benefiting chipmakers and cloud computing service providers. Former House Speaker Nancy Pelosi (D-Calif.), known for her active stock market investments as a member of Congress, disclosed in June that she had acquired call options on Broadcom. These options, adjusted to a strike price of $80 after a 10-for-1 stock split, are set to expire in June 2025. Pelosi, a widely followed Congressional trader, has drawn significant attention to her stock holdings, inspiring dedicated Pelosi portfolio trackers. Check It Out: EquityMultiple's ‘Alpine Note — Basecamp Series' is turning heads and opening wallets. This short-term note investment offers investors a 9% rate of return (APY) with just a 3 month term and $5K minimum. The Basecamp rate is at a significant spread to t-bills. This healthy rate of return won't last long. With the Fed poised to cut interest rates in the near future, now could be the time to lock in a favorable rate of return with a flexible, relatively liquid investment option.  What's more, Alpine Note — Basecamp can be rolled into another Alpine Note for compounding returns, or into another of EquityMultiple's rigorously vetted real estate investments, which also carry a minimum investment of just $5K. Basecamp is exclusively open to new investors on the EquityMultiple platform. Looking for fractional real estate investment opportunities? The Benzinga Real Estate Screener features the latest offerings. Image via Shutterstock This article Is This Nancy Pelosi's Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025 originally appeared on Benzinga.com © 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. [ad_2] Source link

[digicloudm]

Is This Nancy Pelosi's Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025

Is This Nancy Pelosi’s Stock Pick Set To Overtake Nvidia? AI Chip Race To Heat Up By 2025 Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial returns for investors by 2025, potentially surpassing AI chip heavyweight Nvidia…

[vikibro1]

Automotive Sensor and Camera Technologies  Market Opportunities and Forecast By 2028

The Automotive Sensor and Camera Technologies Market sector is undergoing rapid transformation, with significant growth and innovations expected by 2028. In-depth market research offers a thorough analysis of market size, share, and emerging trends, providing essential insights into its expansion potential. The report explores market segmentation and definitions, emphasizing key components and growth drivers. Through the use of SWOT and PESTEL analyses, it evaluates the sector’s strengths, weaknesses, opportunities, and threats, while considering political, economic, social, technological, environmental, and legal influences. Expert evaluations of competitor strategies and recent developments shed light on geographical trends and forecast the market’s future direction, creating a solid framework for strategic planning and investment decisions.

Brief Overview of the Automotive Sensor and Camera Technologies Market:

The global Automotive Sensor and Camera Technologies Market is expected to experience substantial growth between 2024 and 2031. Starting from a steady growth rate in 2023, the market is anticipated to accelerate due to increasing strategic initiatives by key market players throughout the forecast period.

Get a Sample PDF of Report - https://www.databridgemarketresearch.com/request-a-sample/?dbmr=global-automotive-sensors-camera-technologies-market

Which are the top companies operating in the Automotive Sensor and Camera Technologies Market?

The report profiles noticeable organizations working in the water purifier showcase and the triumphant methodologies received by them. It likewise reveals insights about the share held by each organization and their contribution to the market's extension. This Global Automotive Sensor and Camera Technologies Market report provides the information of the Top Companies in Automotive Sensor and Camera Technologies Market in the market their business strategy, financial situation etc.

NXP Semiconductors., STMicroelectronics, Infineon Technologies AG, TE Connectivity., Texas Instruments Incorporated., Sensata Technologies, Inc., Littelfuse Inc., Robert Bosch GmbH, Continental AG, BorgWarner Inc., Analog Devices, Inc., Sensata Technologies, Inc., DENSO CORPORATION, Autoliv Inc., Maxim Integrated, Hitachi Astemo Americas, Inc., GMS Instruments BV, Broadcom., Piher Sensors & Controls and Elmos Semiconductor SE

Report Scope and Market Segmentation

Which are the driving factors of the Automotive Sensor and Camera Technologies Market?

The driving factors of the Automotive Sensor and Camera Technologies Market are multifaceted and crucial for its growth and development. Technological advancements play a significant role by enhancing product efficiency, reducing costs, and introducing innovative features that cater to evolving consumer demands. Rising consumer interest and demand for keyword-related products and services further fuel market expansion. Favorable economic conditions, including increased disposable incomes, enable higher consumer spending, which benefits the market. Supportive regulatory environments, with policies that provide incentives and subsidies, also encourage growth, while globalization opens new opportunities by expanding market reach and international trade.

Automotive Sensor and Camera Technologies Market - Competitive and Segmentation Analysis:

**Segments**

- By Technology: Radar, LiDAR, Ultrasonic, Infrared, Image Sensor, CMOS Sensor, CCD Sensor, Others - By Application: Advanced Driver Assistance Systems (ADAS), Engine and Powertrain, Safety and Security, Emission Control, Others - By Vehicle Type: Passenger Cars, Commercial Vehicles - By Electric Vehicle Type: Battery Electric Vehicle (BEV), Hybrid Electric Vehicle (HEV), Plug-In Hybrid Electric Vehicle (PHEV)

The global automotive sensor and camera technologies market is expected to witness significant growth by 2028. With the increasing demand for safety features in vehicles, the adoption of advanced sensors and camera technologies is on the rise. Radar technology is projected to dominate the market due to its applications in adaptive cruise control, collision avoidance systems, and autonomous driving. LiDAR and ultrasonic technologies are also anticipated to experience substantial growth as they play a crucial role in enhancing the perception capabilities of vehicles. Image sensors, including CMOS and CCD sensors, are essential for camera-based applications such as lane departure warning and parking assistance systems.

In terms of applications, the advanced driver assistance systems (ADAS) segment is expected to hold a major share of the market. ADAS technologies, including lane-keeping assist, adaptive headlights, and automatic emergency braking, rely heavily on sensors and cameras to improve vehicle safety. The engine and powertrain segment are also likely to witness significant growth as automotive manufacturers focus on enhancing fuel efficiency and reducing emissions. Safety and security applications, such as tire pressure monitoring and driver monitoring systems, are gaining traction to ensure passenger safety and vehicle security.

Commercial vehicles are expected to drive the market growth in the vehicle type segment. The integration of sensor and camera technologies in commercial vehicles aids in fleet management, driver monitoring, and improving overall operational efficiency. Additionally, the increasing adoption of electric vehicles, including battery electric vehicles (BEVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles (PHEVs),The global automotive sensor and camera technologies market is poised for significant growth in the coming years as the demand for safety features continues to rise in vehicles across different segments. Radar technology is anticipated to lead the market due to its pivotal role in applications such as adaptive cruise control, collision avoidance systems, and autonomous driving. LiDAR and ultrasonic technologies are also expected to witness substantial growth as they contribute significantly to enhancing the perception capabilities of vehicles, thereby supporting the advancement of autonomous driving systems. Image sensors, including CMOS and CCD sensors, are essential components for various camera-based applications like lane departure warning and parking assistance systems, further driving the market growth.

In terms of applications, the advanced driver assistance systems (ADAS) segment is projected to dominate the market share. ADAS technologies, encompassing features such as lane-keeping assist, adaptive headlights, and automatic emergency braking, heavily rely on sensors and cameras to enhance vehicle safety and improve overall driving experience. The engine and powertrain segment are also likely to witness significant growth as automotive manufacturers focus on enhancing fuel efficiency and reducing emissions. Safety and security applications, including tire pressure monitoring systems and driver monitoring systems, are becoming increasingly important to ensure passenger safety and enhance vehicle security.

Among vehicle types, commercial vehicles are expected to be a significant driver of market growth. The integration of sensor and camera technologies in commercial vehicles plays a crucial role in fleet management, driver monitoring, and improving operational efficiency, thus increasing the demand for advanced automotive technologies in this segment. Additionally, the increasing adoption of electric vehicles, including battery electric vehicles (BEVs), hybrid electric vehicles (HEVs), and plug-in hybrid electric vehicles (PHEVs), is expected to shape the market landscape. Electric vehicles are incorporating advanced sensor and camera technologies to enhance performance, safety, and provide a more seamless driving experience, thereby driving the growth of the automotive sensor and camera technologies market in the electric vehicle segment.

Overall, the evolving automotive landscape with a focus on safety, efficiency, and technological advancements is**Market Players** - NXP Semiconductors - STMicroelectronics - Infineon Technologies AG - TE Connectivity - Texas Instruments Incorporated - Sensata Technologies, Inc - Littelfuse Inc - Robert Bosch GmbH - Continental AG - BorgWarner Inc - Analog Devices, Inc - Sensata Technologies, Inc - DENSO CORPORATION - Autoliv Inc - Maxim Integrated - Hitachi Astemo Americas, Inc - GMS Instruments BV - Broadcom - Piher Sensors & Controls - Elmos Semiconductor SE

The global automotive sensor and camera technologies market is on a trajectory of substantial growth driven by the increasing emphasis on safety features in vehicles across all segments. Radar technology holds a pivotal position in the market, primarily due to its indispensable role in applications like adaptive cruise control, collision avoidance systems, and autonomous driving. LiDAR and ultrasonic technologies are also expected to witness significant growth as they contribute significantly to enhancing the perception capabilities of vehicles, crucial for the advancement of autonomous driving systems. Furthermore, image sensors such as CMOS and CCD sensors play a critical role in camera-based applications like lane departure warning and parking assistance systems, further propelling market growth.

The advanced driver assistance systems (ADAS) segment is forecasted to dominate the market share in terms of applications. ADAS technologies are essential for features like lane-keeping assist, adaptive headlights, and automatic emergency braking, all of which heavily rely on

North America, particularly the United States, will continue to exert significant influence that cannot be overlooked. Any shifts in the United States could impact the development trajectory of the Automotive Sensor and Camera Technologies Market. The North American market is poised for substantial growth over the forecast period. The region benefits from widespread adoption of advanced technologies and the presence of major industry players, creating abundant growth opportunities.

Similarly, Europe plays a crucial role in the global Automotive Sensor and Camera Technologies Market, expected to exhibit impressive growth in CAGR from 2024 to 2028.

Explore Further Details about This Research Automotive Sensor and Camera Technologies Market Report https://www.databridgemarketresearch.com/reports/global-automotive-sensors-camera-technologies-market

Key Benefits for Industry Participants and Stakeholders: –

Industry drivers, trends, restraints, and opportunities are covered in the study.

Neutral perspective on the Automotive Sensor and Camera Technologies Market scenario

Recent industry growth and new developments

Competitive landscape and strategies of key companies

The Historical, current, and estimated Automotive Sensor and Camera Technologies Market size in terms of value and size

In-depth, comprehensive analysis and forecasting of the Automotive Sensor and Camera Technologies Market

Geographically, the detailed analysis of consumption, revenue, market share and growth rate, historical data and forecast (2024-2031) of the following regions are covered in Chapters

The countries covered in the Automotive Sensor and Camera Technologies Market report are U.S., Canada and Mexico in North America, Brazil, Argentina and Rest of South America as part of South America, Germany, Italy, U.K., France, Spain, Netherlands, Belgium, Switzerland, Turkey, Russia, Rest of Europe in Europe, Japan, China, India, South Korea, Australia, Singapore, Malaysia, Thailand, Indonesia, Philippines, Rest of Asia-Pacific (APAC)  in the Asia-Pacific (APAC), Saudi Arabia, U.A.E, South Africa, Egypt, Israel, Rest of Middle East and Africa (MEA) as a part of Middle East and Africa (MEA

Detailed TOC of Automotive Sensor and Camera Technologies Market Insights and Forecast to 2028

Part 01: Executive Summary

Part 02: Scope Of The Report

Part 03: Research Methodology

Part 04: Automotive Sensor and Camera Technologies Market Landscape

Part 05: Pipeline Analysis

Part 06: Automotive Sensor and Camera Technologies Market Sizing

Part 07: Five Forces Analysis

Part 08: Automotive Sensor and Camera Technologies Market Segmentation

Part 09: Customer Landscape

Part 10: Regional Landscape

Part 11: Decision Framework

Part 12: Drivers And Challenges

Part 13: Automotive Sensor and Camera Technologies Market Trends

Part 14: Vendor Landscape

Part 15: Vendor Analysis

Part 16: Appendix

Browse More Reports:

Japan: https://www.databridgemarketresearch.com/jp/reports/global-automotive-sensors-camera-technologies-market

China: https://www.databridgemarketresearch.com/zh/reports/global-automotive-sensors-camera-technologies-market

Arabic: https://www.databridgemarketresearch.com/ar/reports/global-automotive-sensors-camera-technologies-market

Portuguese: https://www.databridgemarketresearch.com/pt/reports/global-automotive-sensors-camera-technologies-market

German: https://www.databridgemarketresearch.com/de/reports/global-automotive-sensors-camera-technologies-market

French: https://www.databridgemarketresearch.com/fr/reports/global-automotive-sensors-camera-technologies-market

Spanish: https://www.databridgemarketresearch.com/es/reports/global-automotive-sensors-camera-technologies-market

Korean: https://www.databridgemarketresearch.com/ko/reports/global-automotive-sensors-camera-technologies-market

Russian: https://www.databridgemarketresearch.com/ru/reports/global-automotive-sensors-camera-technologies-market

Data Bridge Market Research:

Today's trends are a great way to predict future events!

Data Bridge Market Research is a market research and consulting company that stands out for its innovative and distinctive approach, as well as its unmatched resilience and integrated methods. We are dedicated to identifying the best market opportunities, and providing insightful information that will help your business thrive in the marketplace. Data Bridge offers tailored solutions to complex business challenges. This facilitates a smooth decision-making process. Data Bridge was founded in Pune in 2015. It is the product of deep wisdom and experience.

Contact Us:

Data Bridge Market Research

US: +1 614 591 3140

UK: +44 845 154 9652

APAC: +653 1251 1359

Email:- corporatesales@databridgemarketresearch.com

[third-new]

Is Nancy Pelosi's Stock Pick About to Overtake Nvidia? AI Chip Race to Heat Up By 2025

Is Nancy Pelosi's Stock Pick About to Overtake Nvidia? AI Chip Race to Heat Up By 2025 Benzinga and Yahoo Finance LLC may earn commission or revenue on certain items through the links below. Fund manager Stephen Yiu oh Blue Whale Growth Fund predicted that Broadcom Inc. (NASDAQ:AVGO) will generate significant returns for investors by 2025, potentially surpassing AI chip heavyweights Nvidia…