Semiconductor
Key MessageAEye’s *software-defined LiDAR makes it a technology innovator, yet the company is still in an early-revenue phase with persistent losses and extreme share-price volatility. The July 2025 announcement that its Apollo sensor is fully integrated into NVIDIA’s DRIVE AGX platform sparked a dramatic rally, but long-term financial sustainability remains uncertain. 1. Company Snapshot Item […]
AMD Investment Analysis Comprehensive Report AMD Company Overview and Current Stock Status AMD (Advanced Micro Devices, Inc.) is a leading American semiconductor design and manufacturing company that provides high-performance semiconductor solutions including CPUs, GPUs, and data center-specific AI accelerators. Current Stock Information (as of July 2025) Five-Year Financial Performance Analysis AMD has recorded explosive growth
Gaming GeForce Series Product Price (USD) Memory CUDA Cores Generation RTX 5090 $1,999 32 GB GDDR7 21,760 RTX 50 (Blackwell) RTX 5080 $999 16 GB GDDR7 10,752 RTX 50 (Blackwell) RTX 5070 Ti $749 16 GB GDDR7 N/A RTX 50 (Blackwell) RTX 5070 $549 12 GB GDDR7 6,144 RTX 50 (Blackwell) RTX 4090 $1,599* 24
Revenue and Earnings Forecast Growth Drivers and Market Environment Risks and Challenges Stock Performance and Investor Sentiment
Revenue and Earnings Forecast Growth Drivers and Market Environment China Market and Risk Factors Strategic Moves and Outlook Summary
In early 2025, the global semiconductor design automation (EDA) landscape was shaken by a bold move:Cadence Design Systems announced its acquisition of ARM’s Artisan foundation IP business—a deal that goes far beyond a simple transfer of assets. Artisan’s standard cell libraries, memory compilers, and GPIOs have long been foundational to SoC design. With this acquisition,
칩렛(Chiplet) 기술: 반도체의 새로운 패러다임을 초보자도 쉽게 이해하기 최근 반도체 업계에서 가장 주목받는 기술 중 하나가 바로 ‘칩렛(Chiplet)’입니다. AMD, 인텔, 애플 등 글로벌 반도체 기업들이 앞다투어 도입하고 있는 이 기술은 무엇이고, 왜 이렇게 중요한 걸까요? 복잡한 기술 용어 없이 쉽게 설명해드리겠습니다. 칩렛이란 무엇인가? 칩렛을 이해하기 위해 먼저 레고 블록을 떠올려보세요. 기존의 반도체는 마치 하나의 거대한
퀄컴의 알파웨이브 세미 인수: 24억 달러 딜의 의미와 전망 반도체 업계에 또 다른 대형 M&A가 발표되었습니다. 퀄컴(Qualcomm)이 영국 반도체 회사 알파웨이브 IP 그룹(Alphawave IP Group plc, 이하 알파웨이브 세미)을 약 24억 달러에 인수한다고 2025년 6월 9일 발표했습니다. 이번 인수의 배경과 의미를 자세히 살펴보겠습니다. 인수 개요 퀄컴은 자회사인 Aqua Acquisition Sub LLC를 통해 알파웨이브 세미를 약