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Nvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now?
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On a more serious note, the guide was a bit light regarding buy-side bogeys, but there is almost nothing to complain about this result.
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Below is the StreetAccount summary, and you can see it’s a clean beat by every metric.
- Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with >40 TOPS
- With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC’s
- It’s an extraordinary accomplishment for Qualcomm & likely an inflection point for Arm powered PCs. It’s also really bad news for Intel and not great for AMD
- TSMC’s Latest 2024E Industry Guidance Provided at Symposium in Taiwan
- More Potential Details on Nvidia & Mediatek’s AI PC Chip to Compete with Qualcomm & Intel
- Samsung’s HBM DRAM Chips Face Challenges in Meeting Nvidia’s AI Requirements
- We hosted a conference call recently with Himax management, the global leader in automotive touch display controllers; the company is experiencing a uniquely stronger automotive supply/demand environment than some peers.
- Discussed in detail how larger or more sophisticated interior displays can drive higher dollar content of display controllers per vehicle. We examine trending new car designs with much larger displays.
- We forecast an exponential jump-up in display controller content value per vehicle as beautiful display designs are becoming key USP for auto brands; Maintain our Structural Long rating for Himax.
- UMC is currently forecasting a flat to low single digit growth QoQ for 3Q24, which is slight lower than consensus.
- UMC has received orders from domestic and international clients. However, we believe it couldn’t be able to compensate for the loss of Samsung’s 28nm orders so far this year.
- With accelerated construction in Singapore in 2024, the full-year capital expenditure has slightly risen to $3.3 billion.
- Automotive revenues for Q1CY24 amounted to $603 million, up 35% YoY. This compares to MobilEye’s revenue of $239 million, down 48% YoY
- Automotive design-win pipeline is now $45 billion, up from $30 billion less than two years ago
- CEO Amon said “Every time we enter a new market, we end up building a very strong position”. That’s a shot across the bows for Intel and AMD…
- We hosted a conference call recently with ChipMOS management; the company continues to view 1Q24 as having been the bottom for the memory and display markets.
- Memory customers are increasing utilization further. Since ChipMOS does not significantly serve the HBM DRAM market, this indicates that previously softer non-HBM memory segments are now showing improvement.
- Display industry increasing utilization on expectation for 2H24 large display demand strength driven by sporting events such as the Paris Olympics. ChipMOS remains well below March highs, rate as Outperform.
- I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.
- I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.
- Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.
- Market Largely Influenced by Macro Trends and Nvidia Movements This Past Week
- Key Events: Computex, Apple WDC, Key Taiwan May Revenue Releases
- Apple (AAPL US) Is Overhauling Siri In Order to Create a Beautiful Voice-based AI Interface for the iPhone
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