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Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings Plc (NASDAQ: ARM ), raising the price target from $140 to $180. The analyst happened to be in Cambridge recently and came away with increased conviction that royalty trends are rising at a faster clip on the heels of more strategic licensing engagements that are increasingly AI-centric. Mosesmann noted double-digit rates, up from the current mid-single digits, hitting the model by the end of the decade (up from his previous assumption of early next decade), shifting the model aggressively to over 80% royalties. Also Read: Intel Outlines Future in Foundry and Process Leadership, Analyst Sees Steady Performance ARM’s P/E multiple is supportive of 50%+ levels given secular and royalty shifts at ~10% by the end of the decade, if not sooner, the … Full story available on Benzinga.com
MicroCloud Hologram (NASDAQ: HOLO ) stock is soaring more than 70% today after the firm announced that it had regained compliance with a Nasdaq rule. Specifically, the exchange’s Listing Rule 5550(a)(2) requires stocks listed on the exchange to have a minimum bid price of $1 for a certain number of consecutive days. The company first received notice that it was in violation of the rule back in late November. However, as of the close on Feb. 21, MicroCloud has regained compliance on this front. MicroCloud focuses on the “research and development, and application of holographic technology,” per Yahoo Finance. This includes technologies like lidar solutions, “technical holographic imaging solutions” and “holographic vehicle intelligent vision technology to service customers that provide holographic advanced driver assistance systems (ADAS).” MicroCloud’s Nasdaq Compliance Nasdaq notified MicroCloud in late 2023 that it was out of compliance with the listing rule because shares did not reach above $1 for 31 straight trading days.
The Indian government is evaluating $21 billion of semiconductor proposals to turn the country into a global manufacturing hub. Major chipmakers like Intel and Taiwan Semiconductor Manufacturing are being lured to India. The government aims to save money on imports and enhance the smartphone assembly industry.
What’s New: To answer network operators’ demands for energy-efficient scaling, Intel Corporation disclosed two major updates to drive footprint, power and total cost of ownership (TCO) savings across 5G core networks: the preview of its Intel Xeon next-gen processors, code-named Sierra Forest, with up to 288 Efficient-cores (E-cores), and the commercial availability of the Intel Infrastructure Jetzt den vollständigen Artikel lesen
Intel (Nasdaq: INTC): What’s New: At MWC 2024, Intel announced its new Edge Platform, a modular, open software platform enabling enterprises to develop, deploy, run, secure, and manage edge and AI applications at scale with cloud-like simplicity. Together, these capabilities will accelerate time-to-scale deployment for enterprises, contributing to improved total cost of ownership (TCO). Jetzt den vollständigen Artikel lesen
At MWC 2024, more than 65 of Intel''s leading customers and partners showcase systems and solutions across new hardware, software and services for modernizing and monetizing future infrastructure. …
For a moment, it looked like the Nvidia rally might finally hit a wall. The stock had its worst day in months , Microsoft inked a deal with rival Intel , and Wall Street’s earnings expectations were sky-high . Read more…
Intel releases its 2023 Product Security Report, highlighting a 94% proactive investment in vulnerability disclosures, a 39% reduction in hardware and firmware vulnerabilities, and leading security practices compared to competitors.
The battles within the semiconductor sector are always fierce. Even now, when the demand for AI chips is extremely high, multiple firms are competing to become the top rival to Nvidia (NASDAQ: NVDA ), and NVDA is fighting to remain the undisputed champion in the space. Similarly, in autos, smartphones, servers, and PCs, competition within the sector is quite intense. However, some chip makers, by virtue of their superior technology, overall products, leadership, and current market share are almost certain to emerge as winners in the medium and long term. And with the overall semiconductor market poised, according to one estimate, to expand at a compound annual growth rate of 12.2% from 2022 to 2029, the shares of the winners within this space are poised to deliver great returns in the medium term and the long term. With that said, here are three of the top semiconductor stocks that investors should consider buying at this point. Intel ( INTC ) Source: JHVEPhoto / Shutterstock.com Intel (NASDAQ: INTC ) is poised to become a key manufacturer of chips for other semiconductor firms.