Get Email Alerts and Follow Us: Guerilla Stock Trading has been optimistic about Intel (INTC) despite a significant drop in its stock price, down 40% since January 2024. The decline is mainly due to Intel’s slow progress in AI compute sales compared to competitors Nvidia (NVDA) and AMD (AMD). Intel has struggled to adapt its…
Get Email Alerts and Follow Us: Prosecutors in South Korea have charged a Chinese national, a former SK hynix employee, with stealing semiconductor technology. The woman allegedly took thousands of pages of critical semiconductor process information to Huawei. This incident underscores rising concerns about industrial espionage targeting South Korea’s advanced semiconductor sector. Arrested in April…
Get Email Alerts and Follow Us: Since June 2021, Nvidia‘s shares have surged by over 586%, showcasing its significant growth. Nvidia‘s strategic investments include four U.S.-listed stocks: Arm Holdings, Recursion Pharmaceuticals, SoundHound AI, and Serve Robotics. SoundHound AI, specializing in AI chat systems, saw a 129% rise in shares in 2024. Arm Holdings, a leader…
Get Email Alerts and Follow Us: ASML, the world leader in semiconductor manufacturing equipment, has once again broken its own record in chip density. The company’s pioneering High Numerical Aperture Extreme Ultraviolet (High NA EUV) machines have achieved a significant milestone by printing 8nm dense lines, surpassing the previous record of 10nm. This breakthrough was…
Get Email Alerts and Follow Us: ASML Holding NV, a Dutch corporation, produces advanced extreme ultraviolet (EUV) machines essential for manufacturing microchips used in AI and military applications. These machines, costing about €200 million each, are critical to the global semiconductor supply chain, with Taiwan Semiconductor Manufacturing Company (TSMC) as the largest purchaser. Rising geopolitical…
Get Email Alerts and Follow Us: In the second quarter of fiscal year 2024, Analog Devices (ADI) showcased resilience and strategic foresight amidst a challenging economic environment. ADI reported $2.16 billion in revenue, exceeding expectations despite broader economic conditions. Their earnings per shareEarnings per share (EPS) is a fundamental financial metric that provides valuable insights…