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In rare alliance, Samsung to build iPhone chips at US fab
In rare alliance, Samsung to build iPhone chips at US fab

Korea Herald

time2 days ago

  • Business
  • Korea Herald

In rare alliance, Samsung to build iPhone chips at US fab

Back-to-back wins with Apple, Tesla lift prospects for Samsung's struggling chip units Samsung Electronics is set to produce chips for Apple's iPhone at its US fabrication plant, marking a rare partnership between the smartphone archrivals and raising hopes for a rebound in Samsung's loss-making logic chip business. Apple revealed Wednesday that Samsung will manufacture the chips at its plant in Austin, Texas, which will be used to optimize performance for its flagship iPhones. 'Apple is also working with Samsung at its fab in Austin, Texas, to launch an innovative new technology for making chips, which has never been used before anywhere in the world,' Apple said in a statement. 'By bringing this technology to the US first, this facility will supply chips that optimize the power and performance of Apple products, including iPhone devices shipped all over the world.' The unexpected collaboration is part of Apple's latest investment under its American Manufacturing Program, bringing its total commitment to $600 billion over the next four years to bolster supply chain resilience and advanced manufacturing in the US. Samsung declined to comment on the partnership, but industry experts expect the company to supply image sensors for future iPhone cameras. Park Yu-ak, an analyst at Kiwoom Securities, wrote in a July report that Samsung's semiconductor division is expected to narrow its operating losses by beginning mass production of image sensors for Apple's iPhone 18 next year and securing new clients such as Tesla. Samsung's System LSI division, which oversees logic chips, produces CMOS image sensors under the ISOCELL brand. The company currently supplies the sensors to its Galaxy smartphones, as well as to China's Xiaomi, Vivo, and Motorola. Apple has so far sourced all image sensors for its iPhones from Japan's Sony. The new partnership with Samsung is seen as an effort to diversify its supply chain. With Apple shipping over 200 million iPhones annually, Samsung is expected to narrow the gap with Sony, the global leader in the image sensor market. Last year, Sony held a 51.6 percent market share — largely due to its supply deal with Apple — while Samsung followed with 15.4 percent and China's OmniVision with 11.9 percent. The deal with Apple, following Samsung's recent $16.5 billion chip supply agreement with US electric vehicle maker Tesla, is also expected to boost prospects for a turnaround in the company's struggling System LSI and foundry divisions. In the second quarter this year, Samsung's logic chip and foundry divisions are estimated to have posted an operating loss in the high 2-trillion-won ($1.4 billion) range. The System LSI unit has struggled with sluggish adoption of its in-house application processor for smartphones, the Exynos, as well as stagnant market share in image sensors. The foundry unit has continued to post losses due to yield issues and order declines. According to market tracker Omdia, the global CMOS image sensor market is projected to grow from $20.8 billion in 2024 to $26.5 billion by 2029. 'Profit visibility for Samsung Electronics is improving heading into next year,' said Kim Kyoung-been, an analyst at Samsung Securities. 'The flagship adoption of the Exynos 2600 and the foundry business's turnaround are expected to drive greater earnings momentum in 2026.' On the latest partnership, experts view the companies' strategic interests as aligned, particularly in light of growing trade pressure from the US. Apple, which currently produces around 90 percent of its products in China, has faced increasing pressure under the Trump administration's reciprocal tariff policies. In response, the company is expanding domestic production to reduce supply chain risks. Samsung is also under pressure to expand production in the US to avoid potential tariffs on semiconductors. At a White House event Wednesday, US President Donald Trump announced plans to impose a 100 percent itemized tariff on all chips, while offering exemptions for companies that manufacture in the US or commit to doing so.

Broadcom: A Trillion Dollar Stock with Double-Digit Growth Projections
Broadcom: A Trillion Dollar Stock with Double-Digit Growth Projections

Yahoo

time31-07-2025

  • Business
  • Yahoo

Broadcom: A Trillion Dollar Stock with Double-Digit Growth Projections

Broadcom (AVGO) hit a new all-time high in morning trading on July 31. The stock has strong technical momentum and a 100% 'Buy' signal via Barchart. Shares have more than doubled over the past year and are up 31% in the year to date. Revenue and earnings are projected to grow double-digits over the next two years. Today's Featured Stock Valued at $1.4 trillion, Broadcom (AVGO) is a premier designer, developer, and global supplier of a broad range of semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor (CMOS) based devices and analog III-V based products. What I'm Watching: I found today's Chart of the Day by using Barchart's powerful screening functions. I sorted for stocks with the highest technical buy signals, superior current momentum in both strength and direction, and a Trend Seeker 'buy' signal. I then used Barchart's Flipcharts feature to review the charts for consistent price appreciation. AVGO checks those boxes. Since the Trend Seeker signaled a buy on May 1, the stock has gained 54%. More News from Barchart Morgan Stanley Says Nvidia Has 'Exceptional' Strength. Should You Buy NVDA Stock Here? Dear MicroStrategy Stock Fans, Mark Your Calendars for July 31 2 Growth Stocks Wall Street Predicts Will Soar 74% to 159% Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! AVGO Price vs. Daily Moving Averages: Barchart Technical Indicators for Broadcom: Editor's Note: The technical indicators below are updated live during the session every 20 minutes and can therefore change each day as the market fluctuates. The indicator numbers shown below therefore may not match what you see live on the website when you read this report. These technical indicators form the Barchart Opinion on a particular stock. Broadcom shares hit a new all-time high on July 31, touching $306.95 in morning trading. AVGO has a 100% technical 'Buy' signal. The stock recently traded at $301.36, above its 50-day moving average of $264.32. Broadcom has a Weighted Alpha of +98.43. The stock has gained 111.26% over the past year. AVGO has its Trend Seeker 'Buy' signal intact. Broadcom is trading above its 20, 50 and 100-day moving averages. The stock made 14 new highs and gained 10% in the last month. Relative Strength Index is at 71.54%. The technical support level is $297.86. Don't Forget the Fundamentals: $1.4 trillion market capitalization. Trailing price-earnings ratio of 59.48x. 0.78% dividend yield. Revenue is projected to grow 21.93% this year and another 20.53% next year. Earnings are estimated to increase 36.875 this year and an additional 23.60% next year. Analyst and Investor Sentiment on Broadcom: I don't buy stocks because everyone else is buying, but I do realize that if major firms and investors are dumping a stock, it's hard to make money swimming against the tide. It looks like Wall Street analysts are bullish, but some major advisory sites are split. The Wall Street analysts tracked by Barchart issued 33 'Strong Buy,' one 'Moderate Buy' and three 'Hold' opinions on the stock. Value Line gives the company its above-average rating with a price target of $335. CFRA's Market Scope rates the stock a '4-Star Buy.' Morningstar thinks the stock is 32% overvalued. 211,550 investors monitor the stock on Seeking Alpha, which rates the stock a 'Hold.' The Bottom Line: Broadcom currently has momentum and is hitting new highs. It has positive sentiment from Wall Street, plus analysts project double-digit increases in revenue and earnings. I caution that AVGO is volatile and speculative — use strict risk management and stop-loss strategies. Today's Chart of the Day was written by Jim Van Meerten. Read previous editions of the daily newsletter here. Additional disclosure: The Barchart of the Day highlights stocks that are experiencing exceptional current price appreciation. They are not intended to be buy recommendations as these stocks are extremely volatile and speculative. Should you decide to add one of these stocks to your investment portfolio it is highly suggested you follow a predetermined diversification and moving stop loss discipline that is consistent with your personal investment risk tolerance. On the date of publication, Jim Van Meerten did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data

Sony Electronics Introduces the RX1R III: The Flagship Full-Frame Premium Compact Camera with a Fixed Lens
Sony Electronics Introduces the RX1R III: The Flagship Full-Frame Premium Compact Camera with a Fixed Lens

Yahoo

time15-07-2025

  • Automotive
  • Yahoo

Sony Electronics Introduces the RX1R III: The Flagship Full-Frame Premium Compact Camera with a Fixed Lens

Featuring a 61MP[i] Sensor and AI-based Real-time Recognition Auto Focus in a Palm-sized Body SAN DIEGO, July 15, 2025 /PRNewswire/ -- Sony Electronics Inc. announces the RX1R III, the eagerly anticipated third generation of its RX1R series, featuring a 61-megapixeli 35 mm full-frame Exmor R™ CMOS image sensor, the latest BIONZ XR™ image processing engine, and a ZEISS® Sonnar T* 35 mm F2 lens. "The RX1R III combines Sony's design savvy with the latest innovations in imaging technology to produce a new flagship in our RX1R camera series that offers uncompromising full-frame quality in a premium compact camera body," said Yang Cheng, Vice President of Imaging Solutions, Sony Electronics Inc. "The RX1R series has resonated greatly among discerning photographers, and we're proud to now deliver the next generation of this popular camera model." A Focus on High-Quality Photography The combination of the 61-megapixeli full-frame Exmor R™ back-illuminated CMOS image sensor and the BIONZ XR™ image processing engine delivers high resolution and sensitivity, with low noise and a wide dynamic range. The sensor surface features AR (Anti-Reflection) coating and omits the optical low-pass filter to achieve superior image quality. The integrated lens offers excellent image quality. By optimizing the position of the lens and the imaging surface one by one at the micron level, RX1R III achieves high optical performance in a compact form factor. Dedicated to Creative Freedom To ensure you always get your shot accurately and without effort, RX1R III is equipped with the latest AI-processing unit, a valued feature of top-of-the-line professional Sony Alpha™ cameras. The AI-processing unit can accurately recognize the shape and movement of subjects, human bodies, heads, and the position of eyes, tracking subjects even when their faces are not visible, and is available for both still images and videos[ii]. Up to 693 densely arranged[iii] phase-detection AF (Auto-Focus) points cover approximately 78% (for still image shooting) of the image capture's area. While the camera has a fixed lens, users can tap into the versatility of three prime lenses thanks to the Step Crop Shooting[iv] function, which allows users to switch between focal lengths equivalent to 35 mm, 50 mm, and 70 mm[v] via assigned buttons or dials. When shooting in RAW format, users can reselect the focal length during post-production. The lens's macro ring enables instant switching to macro mode, allowing users to get as close as 20 cm (maximum magnification: 0.26x). For creators who enjoy unique and personalized visuals, RX1R III offers twelve built-in Creative Looks. Adjustments to hue, saturation, brightness, contrast, and sharpness can be applied not only to still images but also to videos. Most notable among the Creative Looks[vi], FL2 allows the capturing of a nostalgic expression with subdued colors, and FL3 allows for a more vibrant image. Streamlined Design and Reliable Hardware Made of lightweight yet highly rigid magnesium alloy, the RX1R III design balances aesthetics and functionality. While maintaining excellent operability, the dials and Multi-Interface (MI) Shoe are embedded into the camera body and the top surface of the body features a flat design. The grip design and surface texture provide a secure and comfortable hold. RX1R III is equipped with an electronic viewfinder featuring an approximately 2.36 million-dot XGA OLED with high resolution and high contrast, offering a magnification of approximately 0.70x. RX1R III uses the rechargeable battery pack NP-FW50, allowing the capture of up to 300 still images[vii]. It features a USB Type-C® port that allows rapid charging when connected to USB Power Delivery[viii] -compatible devices, or the addition of external power sources, such as mobile batteries, for extended shooting sessions. Social Responsibility Aligned with Sony's ambitious 'Road to Zero' initiative, this product supports the company's vision for achieving a zero environmental footprint by 2050. The Sony Group's manufacturing facilities for imaging products, including the RX1R III, are operating at 100% renewable energy. The RX1R III packaging uses Sony's proprietary environmentally friendly Original Blended Material[ix] instead of plastic[x]. The camera system incorporates comprehensive accessibility options, including a Screen Reader function[xi] and Display Magnification, to support visually impaired users across an expanded range of menu items. Optional Accessories TG-2 is a dedicated thumb grip that attaches to the Multi Interface (MI) Shoe to provide stable holding and operability, including when operated with one hand. When attached to the body, the metal material and high-quality paint finish provide exceptional design unity. LCS-RXL is a compact body case dedicated to this camera model intended to protect the camera from scratches and dirt and enhance its elegance with its refined texture material. The body case allows access to all ports—USB, HDMI, battery, memory card, and tripod attachment—without removal. The grip design improves the holding experience. LHP-1 is a lens hood made specifically for this camera. It features a robust construction using lightweight and high-strength aluminum material, protecting the lens from impact and dirt. The bayonet mount allows for quick and secure attachment. Pricing and Availability The RX1R III will be available in July 2025 for approximately $5,099.99 USD and $6,299.99 CAD. The TG-2 for approximately $299.99 USD and $349.99 CAD, the LCS-RXL for approximately $249.99 USD and $224.99 CAD, and the LHP-1 for approximately $199.99 USD and $249.99 CAD, in August 2025. They will be sold directly through Sony and at a variety of Sony's authorized dealers throughout North America. A RX1R III concept video can be viewed here: A RX1R III product video can be viewed here: Exclusive stories and exciting new content shot with the new RX1R III and Sony's other imaging products can be found at a site created to inform, educate, and inspire content creators. About Sony Electronics Inc. Sony Electronics is a subsidiary of Sony Corporation of America and an affiliate of Sony Group Corporation, one of the most comprehensive entertainment companies in the world, with a portfolio that encompasses electronics, music, motion pictures, mobile, gaming, robotics and financial services. Headquartered in San Diego, California, Sony Electronics is a leader in electronics for the consumer and professional markets. Operations include research and development, engineering, sales, marketing, distribution and customer service. Sony Electronics creates products that innovate and inspire generations, such as the award-winning Alpha Interchangeable Lens Cameras and revolutionary high-resolution audio products. Sony is also a leading manufacturer of end-to-end solutions from 4K professional broadcast and A/V equipment to industry leading 4K and 8K Ultra HD TVs. Visit for more information. Notes [i] Approximate effective [ii] Available subject settings are: Auto, Human, Animal, Bird, Insect, Car/Train, and Airplane. Subject types other than the type specified may be erroneously recognized in some cases. [iii] It is the number of AF measurement points during still image shooting. The number of points varies depending on the shooting mode. [iv] Not available for movies. [v] When shooting JPEG images with a 3:2 aspect ratio, the resolution is as follows: At 35 mm: L size (60 megapixels), at 50 mm: M size (29 megapixels), at 70 mm: S size (15 megapixels) [vi] ST (Standard), PT (Portrait), NT (Neutral), VV (Vivid), VV2 (Vivid 2), FL (Film), FL2 (Film 2), FL3 (Film 3), IN (Instant), SH (Soft Highkey), BW (Black & White) and SE (Sepia). [vii] When using the viewfinder: 270 shots. [viii] 18W (9V/2A) USB PD power source is recommended. [ix] Paper material made from bamboo, sugarcane fibers, and post-consumer recycled paper. [x] Excluding materials used in coatings and adhesives. [xi] Supported languages differ according to country and region. View original content to download multimedia: SOURCE Sony Electronics, Inc.

MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?
MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?

Yahoo

time11-07-2025

  • Business
  • Yahoo

MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?

Marvell Technology MRVL uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors and backside power delivery. For advanced packaging solutions, Marvell Technology has been leveraging Chip-on-Wafer-on-Substrate and Integrated Fan-Out methods, which enabled it to develop complex 2.5D, 3D, and 3.5D designs for high-performance compute Application Specific Integrated Circuit. Marvell Technology is now enhancing its capabilities with modular redistribution layer (RDL) interposer technology as an alternative to traditional silicon interposers. This 2.5D packaging technology can be used to develop multi-die AI accelerator solutions that are 2.8 times larger compared to existing single monolithic dies and integrate four HBM3/3E stacks across six RDL layers. The RDL interposer technology also offers shorter die-to-die connections to reduce latency and improve power efficiency. As the RDL solution is modular in nature, it allows seamless replacement of defective dies, which finally reduces costs and increases yields. The technology is compatible with HBM3/3E, XPU-type chips, and is expected to be qualified for the upcoming HBM-4. These factors have made it attractive for hyperscalers to use it readily. As data center infrastructure investments grow at a rapid pace, Marvell Technology is expected to capitalize on it. MRVL anticipates that its total addressable market for data center semiconductors will rise to $94 billion by 2028. It expects its accelerated custom compute offerings to reach $55.4 billion with a CAGR of 53% from 2023 to 2028. Broadcom's AVGO advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs for AI accelerators. Broadcom's Semiconductor segment, which accounts for its custom silicon solutions, grew 11% year over year in the first quarter of fiscal Micro Devices AMD is another player in the custom silicon solutions and AI accelerator space with its semi-custom SoC offerings and Instinct Accelerators that power numerous data centers. Advanced Micro Devices' reconfigurable Alveo Adaptable Accelerator Cards are used to speed up compute-intensive applications in data centers. While Broadcom and Advanced Micro Devices are formidable players in the custom silicon space for AI accelerators, Marvell Technology's move toward the 2.5D packaging platform and leveraging of modular RDL interposer technology is likely to push it much ahead of other players in this space. Shares of MRVL have lost 34.5% year to date against the Electronics - Semiconductors industry's growth of 15%. Image Source: Zacks Investment Research From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 7.02X, lower than the industry's average of 8.72X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Marvell's fiscal 2026 and 2027 earnings implies year-over-year growth of 77.7% and 27.73%, respectively. The estimates for fiscal 2026 and 2027 have been revised upward in the past seven days. Image Source: Zacks Investment Research Marvell Technology currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?
MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?

Globe and Mail

time10-07-2025

  • Business
  • Globe and Mail

MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?

Marvell Technology MRVL uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors and backside power delivery. For advanced packaging solutions, Marvell Technology has been leveraging Chip-on-Wafer-on-Substrate and Integrated Fan-Out methods, which enabled it to develop complex 2.5D, 3D, and 3.5D designs for high-performance compute Application Specific Integrated Circuit. Marvell Technology is now enhancing its capabilities with modular redistribution layer (RDL) interposer technology as an alternative to traditional silicon interposers. This 2.5D packaging technology can be used to develop multi-die AI accelerator solutions that are 2.8 times larger compared to existing single monolithic dies and integrate four HBM3/3E stacks across six RDL layers. The RDL interposer technology also offers shorter die-to-die connections to reduce latency and improve power efficiency. As the RDL solution is modular in nature, it allows seamless replacement of defective dies, which finally reduces costs and increases yields. The technology is compatible with HBM3/3E, XPU-type chips, and is expected to be qualified for the upcoming HBM-4. These factors have made it attractive for hyperscalers to use it readily. As data center infrastructure investments grow at a rapid pace, Marvell Technology is expected to capitalize on it. MRVL anticipates that its total addressable market for data center semiconductors will rise to $94 billion by 2028. It expects its accelerated custom compute offerings to reach $55.4 billion with a CAGR of 53% from 2023 to 2028. How Competitors Fare Against Marvell Technology Broadcom 's AVGO advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs for AI accelerators. Broadcom's Semiconductor segment, which accounts for its custom silicon solutions, grew 11% year over year in the first quarter of fiscal 2025. Advanced Micro Devices AMD is another player in the custom silicon solutions and AI accelerator space with its semi-custom SoC offerings and Instinct Accelerators that power numerous data centers. Advanced Micro Devices' reconfigurable Alveo Adaptable Accelerator Cards are used to speed up compute-intensive applications in data centers. While Broadcom and Advanced Micro Devices are formidable players in the custom silicon space for AI accelerators, Marvell Technology's move toward the 2.5D packaging platform and leveraging of modular RDL interposer technology is likely to push it much ahead of other players in this space. MRVL's Price Performance, Valuation and Estimates Shares of MRVL have lost 34.5% year to date against the Electronics - Semiconductors industry's growth of 15%. Marvell Technology YTD Performance Chart From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 7.02X, lower than the industry's average of 8.72X. Marvell Technology Forward Twelve Months (P/S) Valuation Chart Image Source: Zacks Investment Research The Zacks Consensus Estimate for Marvell's fiscal 2026 and 2027 earnings implies year-over-year growth of 77.7% and 27.73%, respectively. The estimates for fiscal 2026 and 2027 have been revised upward in the past seven days. Marvell Technology currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Higher. Faster. Sooner. Buy These Stocks Now A small number of stocks are primed for a breakout, and you have a chance to get in before they take off. At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We've combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month. You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days. Download the report free now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Marvell Technology, Inc. (MRVL): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report

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