#Semiconductor Company

[amsdigitalokhla]

AMSDigital is renowned as the best digital marketing agency in Bangalore, India for chip manufacturers. Our expertise and dedicated approach make us the ideal partner for businesses seeking to enhance their digital presence and achieve substantial growth.

[a-god-in-ruins-rises]

Would you support America intervening if China invaded Taiwan?

as long as we're dependent on them for semiconductors, yes. which is why i think we need to be (re)building our domestic semiconductor industry so we won't be pulled into a war like that unnecessarily.

[kramlabs]

Warren Buffet: “seismic action” event planned on TSMC?

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A post shared by Marc thimmel (@armechanix)

ASML:

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But is it Dutch as in East India Dutch?

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…and of course:

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H/t: @tomorrowmaybetomorrowmaybe

[trader-sg112]

Market Overview: Mixed Movements Amidst AI Concerns and Earnings Reports

In a turbulent day for U.S. stock markets, the Dow Jones Industrial Average declined by 234 points, or 0.60%, while the S&P 500 and NASDAQ Composite also faced setbacks, falling by 0.7% and 1%, respectively. The downturn was largely driven by mounting concerns over the slowing momentum in artificial intelligence (AI) technologies, which prompted a sell-off in semiconductor stocks.

AI Concerns Weigh on Chip Stocks

The tech sector, particularly chip stocks, experienced significant pressure. Leading the decline were NVIDIA Corporation (NASDAQ: NVDA), Broadcom Inc (NASDAQ: AVGO), and Wolfspeed Inc (NYSE: WOLF), all of which saw their share prices drop by approximately 2%. The apprehension surrounding AI's slowing progress has rattled investors, leading to a broader sell-off in the semiconductor industry.

Energy Sector Shows Resilience

Amidst the broader market decline, the energy sector displayed notable strength. Targa Resources Inc (NYSE: TRGP), Williams Companies Inc (NYSE: WMB), and Devon Energy Corporation (NYSE: DVN) were among the top gainers. Devon Energy, in particular, saw its stock rise following quarterly results that exceeded Wall Street's expectations. This positive performance highlights the sector's resilience despite the overall market volatility.

Major Stock Movements

Walt Disney (NYSE: DIS): Disney's stock fell sharply by 4%, reflecting ongoing concerns about the company’s performance and future prospects.

Shopify (NYSE: SHOP): Contrasting the general trend, Shopify's shares soared nearly 18%, driven by positive developments and investor optimism about its growth potential.

Airbnb (NASDAQ: ABNB): On the other end of the spectrum, Airbnb's stock dropped 13%, influenced by recent market challenges and potentially disappointing financial metrics.

S&P 500 Earnings Resilience

Despite the recent negative price action and growing recession fears, the earnings resilience of the S&P 500 remains a key highlight. The index's earnings have shown a level of robustness, which could offer some reassurance to investors amidst the current market volatility.

In summary, the market's recent performance underscores the complexity of current economic conditions. While AI concerns and specific sector movements have contributed to market declines, there are areas of strength and resilience, particularly in the energy sector and select stocks like Shopify. As always, investors should stay informed and consider these factors when making decisions.

[semiconductorspares]

Trusted Source for Quality Semconductor Spare Parts

Discover reliable Semiconductor Spare Store parts at your fingertips. Explore our extensive inventory, ensuring precision and quality for your semiconductor equipment needs. Your trusted source for top-notch solutions.

[tata-digital]

Vibrant Gujarat: Tata Group's Bold Move with Semiconductor Plant in Dholera

In a significant stride towards technological advancement and industrial growth. Tata Group, under the leadership of Chairman N Chandrasekaran, has unveiled plans to establish. A state-of-the-art semiconductor fabrication plant in Dholera, Gujarat. This ambitious project, slated to commence operations in 2024. Was officially announced during the 10th Vibrant Gujarat Global Summit, marking. A…

[mirrorreview]

Have you ever thought about how important semiconductors are? If you haven’t already, you should. Semiconductors are the unsung heroes of the modern era. They are not glamorous, but they are vitally necessary! Semiconductors are fueling the future growth of a wide range of industries, including communication, health, defense, and transportation. The semiconductor industry is important not just for electrical gadgets but also for sophisticated technology. As per the reports, top semiconductor companies are heavily investing in R&D. Hence, a lot more advanced technology will soon be at our service. But before we know about that, let’s understand what it is and how it is growing.

To know more, Click here

[river-taxbird]

AI hasn't improved in 18 months. It's likely that this is it. There is currently no evidence the capabilities of ChatGPT will ever improve. It's time for AI companies to put up or shut up.

I'm just re-iterating this excellent post from Ed Zitron, but it's not left my head since I read it and I want to share it. I'm also taking some talking points from Ed's other posts. So basically:

We keep hearing AI is going to get better and better, but these promises seem to be coming from a mix of companies engaging in wild speculation and lying.

Chatgpt, the industry leading large language model, has not materially improved in 18 months. For something that claims to be getting exponentially better, it sure is the same shit.

Hallucinations appear to be an inherent aspect of the technology. Since it's based on statistics and ai doesn't know anything, it can never know what is true. How could I possibly trust it to get any real work done if I can't rely on it's output? If I have to fact check everything it says I might as well do the work myself.

For "real" ai that does know what is true to exist, it would require us to discover new concepts in psychology, math, and computing, which open ai is not working on, and seemingly no other ai companies are either.

Open ai has already seemingly slurped up all the data from the open web already. Chatgpt 5 would take 5x more training data than chatgpt 4 to train. Where is this data coming from, exactly?

Since improvement appears to have ground to a halt, what if this is it? What if Chatgpt 4 is as good as LLMs can ever be? What use is it?

As Jim Covello, a leading semiconductor analyst at Goldman Sachs said (on page 10, and that's big finance so you know they only care about money): if tech companies are spending a trillion dollars to build up the infrastructure to support ai, what trillion dollar problem is it meant to solve? AI companies have a unique talent for burning venture capital and it's unclear if Open AI will be able to survive more than a few years unless everyone suddenly adopts it all at once. (Hey, didn't crypto and the metaverse also require spontaneous mass adoption to make sense?)

There is no problem that current ai is a solution to. Consumer tech is basically solved, normal people don't need more tech than a laptop and a smartphone. Big tech have run out of innovations, and they are desperately looking for the next thing to sell. It happened with the metaverse and it's happening again.

In summary:

Ai hasn't materially improved since the launch of Chatgpt4, which wasn't that big of an upgrade to 3.

There is currently no technological roadmap for ai to become better than it is. (As Jim Covello said on the Goldman Sachs report, the evolution of smartphones was openly planned years ahead of time.) The current problems are inherent to the current technology and nobody has indicated there is any way to solve them in the pipeline. We have likely reached the limits of what LLMs can do, and they still can't do much.

Don't believe AI companies when they say things are going to improve from where they are now before they provide evidence. It's time for the AI shills to put up, or shut up.

[tumbyproubles]

[agaselectronicmaterials]

Despite all difficulties, the semiconductor sector is dedicated to sustainability and is moving in the right direction when it comes to lowering its environmental effect. The sector is moving towards reaching net-zero emissions by making investments in enhancing processes, and renewable energy, investigating novel materials and technologies, and adopting circular economy ideas like A-Gas Electronic Materials. To learn more about all the initiatives in detail, connect with the A-Gas experts today.

[industryview]

World's 10 Most Revolutionary Semiconductor Companies in 2022

This edition features a handful of "World's 10 Most Revolutionary Semiconductor Companies in 2022" across several sectors that are at the forefront of leading us into a digital future.

[kenresearch111]

Global Discrete Semiconductor Industry-Ken Research

Competition Scenario in Global Discrete Semiconductor Market

The Global Discrete Semiconductor market has nearly 100 players, including globally diversified players, regional players, and country-niche players having expertise in addressing specific technological needs relating to one or multiple specific sub-segments.

Large global players constitute ~25% of the market in terms of the number of competitors, while regional players represent largest number of competitors. Some of the major players in the market include ABB Limited, ON Semiconductor Corporation, Infineon Technologies AG, STMicroelectronics NV, Toshiba Corporation, NXP Semiconductors, Diodes Incorporated, Nexperia, D3 Semiconductor, Eaton Corporation, Hitachi Ltd, Mitsubishi Electric Corporation, Fuji Electric Corporation, Taiwan Semiconductor Manufacturing Company Ltd., and Vishay Inter technology Inc. among others.

To Know More about this report, download a Free Sample Report

What is the Expected Future Outlook for the Overall Global Discrete Semiconductor Market Across the globe?

The Global Discrete Semiconductor market was valued at USD ~billion in 2022 and is anticipated to reach USD ~billion by the end of 2028F, witnessing a CAGR of ~% during the forecast period 2022-2028F. The realistic growth scenario represents the most likely scenario as per current market conditions. This scenario assumes that there will be no overall impact on the market due to any potential COVID-19 waves in the future.

The Global Discrete Semiconductor market is driven by rise in demand in the automotive market, especially in the Electric Vehicles segment and increasing use of efficient electronic devices. However, the market is also constantly being influenced by rapid development in technology, product innovation, and diversification in some countries.

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With the increasing innovation and emergence of new products, the Global Discrete Semiconductor market is changing rapidly. For instance, In Mid-December 2021, STMicroelectronics introduced a family of GaN power semiconductors under its STPOWER portfolio. These newly launched family of products are capable of notably reducing the consumption of power and facilitating slimmer designs for a variety of end-use consumer electronics products, such as chargers, external power adapters for PCs, LED-lighting drivers, and power supplies to be used inside televisions and other home appliances.

In August 2022, Toshiba introduced its 3rd generation silicon carbide (SiC) MOSFETs, capable of delivering low on-resistance and reducing switching loss. Toshiba is dedicated to coming up with more such products in the future as part of its commitment to help realize a carbon-free economy with high-performance power devices.

In April 2022, Nexperia added to its existing lineup of discrete components that came in leadless DFN packages with side-wettable flanks. The company expects, owing to their space-saving features and resilience, these components would help meet the demands of next-gen smart and electric vehicles.

Furthermore, the Global Discrete Semiconductor Market is expected to grow at a steady pace of ~7% during next 6 years and reach a revenue of ~US$55 Bn by 2028, owing to its applications in the consumer electronics and automotive markets. While the demand for high-energy, low-power devices would drive growth from the consumer electronics part of the market, increasing electrification and automation requirements in vehicles would fuel demand from the automotive category. Uses in the medical industry, construction industry, and lighting industry, in general, would also contribute to the growing demand for discrete semiconductors. There are nearly 100 competitors but regional players comprise the largest number among them.

For more insights on the market intelligence, refer to the link below:-

Global Discrete Semiconductor Market

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