Latest news with #Semiconductors
Wall Street Journal
02-06-2025
- Business
- Wall Street Journal
Why Nvidia Can't Just Quit China
Given all the trouble Nvidia NVDA -2.92%decrease; red down pointing triangle has selling its artificial-intelligence chips in China, one might wonder why the company even bothers trying anymore. The answer is: It can't really afford not to.
Globe and Mail
30-05-2025
- Business
- Globe and Mail
‘The Platform That Wins China Is Positioned to Lead Globally' Says Nvidia CEO About AI
Nvidia (NVDA) CEO Jensen Huang stated that the U.S. can't shut China out of the artificial intelligence (AI) market if it wants to dominate the field. Instead, he told analysts in a post-earnings conference call that 'the platform that wins China is positioned to lead globally.' Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Huang argued that, 'China is one of the world's largest AI markets and a springboard to global success.' It's home to roughly half of the world's AI researchers, and he noted that the country will have AI, with or without help from the U.S. As a result, the Nvidia CEO wants to continue AI collaboration in China to ensure that its AI runs on American infrastructure. He said this will allow the country to lead the sector, as America wins when AI models, like DeepSeek, run on U.S. platforms. Trump's Trade War Stops AI Collaboration While Nvidia wants to work with China on AI development, President Donald Trump has different plans. The President has continued his trade war with the country and announced new limitations on exports. The latest restrictions include semiconductor technology. President Trump's latest actions were a surprise, as many believed the trade war with China was easing. That belief came after a pause on extremely high tariffs to allow for further negotiations. However, it appears the President doesn't have any plans to back down from this economic battle. Is Nvidia Stock a Buy, Sell, or Hold? Turning to Wall Street, the analysts' consensus rating for Nvidia is Strong Buy, based on 33 Buy, four Hold, and one Sell ratings over the past three months. With that comes an average NVDA stock price target of $165.29, representing a potential 22.61% upside for the shares. These ratings and price targets will likely change as analysts update their coverage after the company's recent earnings report. See more NVDA stock analyst ratings Disclaimer & Disclosure Report an Issue
Yahoo
29-05-2025
- Business
- Yahoo
Arm Holdings (NasdaqGS:ARM) Collaborates With Cerence AI To Enhance In-Car AI Capabilities
Arm Holdings has been a focal point in the market, witnessing a 21% price increase over the past month, underpinned by a recent strategic partnership with Cerence Inc. This collaboration aims to enhance AI capabilities, potentially strengthening Arm's position in the competitive tech landscape. Amidst mixed movements in major indexes and a rally in technology stocks following Nvidia's strong earnings report, Arm's partnership news likely added upward momentum in countering broader market shifts. Meanwhile, Arm's promising full-year financial metrics and future guidance could have fortified investor confidence amid fluctuating macroeconomic trends. Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The recent collaboration between Arm Holdings and Cerence Inc. to enhance AI capabilities is anticipated to bolster Arm's revenue and earnings forecasts. This strategic move is likely to amplify Arm's potential in driving royalty revenues from partnerships with industry giants like AWS and NVIDIA, as AI becomes a cornerstone technology across multiple sectors including smartphones, autos, and IoT. Arm's investment in R&D and effort to expand their market presence through advanced technologies may further sustain this revenue trajectory despite existing challenges like the Qualcomm lawsuit and concentrated customer base. Over the longer term, Arm's shares have seen a total return of 12.34% over the past year, indicating steady performance amidst broader market fluctuations. Although Arm's one-year return matched the US Market, it surpassed the Semiconductors industry growth of 9.1%, underscoring its resilience and competitive edge in the tech sector. Given the recent strategic developments, analysts remain optimistic about Arm's future prospects, setting a consensus price target of US$131.81. This stands in contrast to the 21% share price jump in recent months, yet Arm's current share price at US$122.44 reflects a 2.75% discount to this target. However, bullish analysts suggest a higher fair value target of US$203.0, based on expectations of significant revenue growth and improved profit margins through 2028. Investors might assess these factors when considering Arm's valuation in the context of projected earnings growth and market expectations. Click here and access our complete financial health analysis report to understand the dynamics of Arm Holdings. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:ARM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ 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
Globe and Mail
27-05-2025
- Business
- Globe and Mail
Power Electronics Software Market worth $5.25 Billion by 2030, at a CAGR of 9.5%
"Power Electronics Software Market" The Power Electronics Software Market is expected to grow from USD 3.33 billion in 2025 to USD 5.25 billion in 2030, registering a significant CAGR of 9.5% during the forecast period. The report " Power Electronics Software Market by Design Software, Simulation Software, Analysis Software, Control Software, Rapid Control Prototyping, Embedded System Prototyping, Model-based Design, Automotive and Renewable Energy - Global Forecast to 2030" The power electronics software market is expected to reach USD 5.25 billion by 2030 from USD 3.33 billion in 2025, growing at a CAGR of 9.5% from 2025 to 2030 Power electronics software enables the design, simulation, and optimization of power electronic systems in the industrial, consumer electronics, automotive, renewable energy, aerospace, and defense industries. The market is experiencing significant growth mainly due to the increasing adoption of renewable energy sources, the growing shift towards electric vehicles, and advancements in semiconductor technologies. Download PDF Brochure @ Browse 236 market data Tables and 62 Figures spread through 252 Pages and in-depth TOC on "Power Electronics Software Market" The industrial segment is expected to hold the largest market size during the forecast period. The industrial sector holds the largest market size during the forecast period of the power electronics software market due to its widespread usage in automation, motor drives, renewable energy systems, and power inverters. With the increasing adoption of Industry 4.0 and smart manufacturing practices, the demand for optimizing energy consumption and improving operational efficiencies is growing. Power electronics software helps power management system designs and simulations achieve efficiency and precision in most industrial equipment and processes. Moreover, the high demand for energy-saving technologies and a need to comply with regulations make power electronics software prevalent in most industrial applications. The need for advanced systems in factories, with the transition to renewable energy, boosts demand for the power electronics software market. The design software segment is expected to exhibit the second-highest CAGR during the forecast period. The design software segment is expected to register the second-highest CAGR in the type of segment of the Power Electronics Software Industry during the forecast period. The growth can be attributed to the critical role of design software in enhancing efficiency, performance, and reliability in power electronic systems. As demand for electric vehicles, renewable energy systems, and industrial automation continues to grow, the requirement for an efficient, optimized design for inverter, converter, and motor drive components is growing. Design software offers advanced simulation and modeling with prototyping, significantly reducing development time and costs and ensuring compliance with regulatory standards. Increasing implementations of wide bandgap semiconductors require dedicated and sophisticated design solutions to achieve higher efficiency. Moreover, advancement through digital twins enhances intelligent and low-energy-consuming design solutions. Owing to these factors, the demand for design software is growing across applications such as automotive, industrial, aerospace & defense, and renewable energy. Asia Pacific is expected to hold the largest market size during the forecast period. Asia Pacific is expected to hold the largest power electronics software market due to substantial investment in research and development and technology infrastructure. The growth can also be attributed to the increased adoption of electric vehicles, renewable energy systems, and industrial automation in various countries, including China, India, South Korea, and Japan. Due to the increasing penetration of advanced technologies like IoT, Al-enabled systems, and wide-bandgap semiconductors, including silicon carbide (SiC) and gallium nitride (GaN), the demand for innovative power electronics solutions increased to achieve energy efficiency and system optimization. Another driver for the growth of the market in the region is government policies focusing on increasing the use of renewable energy sources, the implementation of smart grids, and energy-efficient technologies. Moreover, the rising implementation of Industry 4.0 practices and cloud-based software solutions have further fueled the demand for the power electronics software market in the region. Major Power Electronics Software Companies Include: The MathWorks, Inc. (US), Keysight Technologies (US), Cadence Design Systems, Inc. (US), Synopsys, Inc. (US), Altair Engineering Inc. (US), NATIONAL INSTRUMENTS CORP. (US), Renesas Electronics Corporation (Japan), Infineon Technologies AG (Germany), dSPACE GmbH (Germany), and Siemens (Germany), Analog Devices, Inc. (US), Sidelinesoft, LLC (US), (Canada), Plexim GmbH (Switzerland), Manitoba Hydro International Ltd. (Canada), Imperix power electronics (Switzerland), Typhoon HIL, Inc. (US), Mirabilis Design Inc. (US), Power Smart Control (Spain), COMSOL (Sweden), Speedgoat GmbH (Switzerland), Siemens (Germany), RTDS Technologies Inc (Canada), Powersys (France), AVL (Austria). About MarketsandMarkets™ MarketsandMarkets™ has been recognized as one of America's Best Management Consulting Firms by Forbes, as per their recent report. MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. With the widest lens on emerging technologies, we are proficient in co-creating supernormal growth for clients across the globe. Today, 80% of Fortune 2000 companies rely on MarketsandMarkets, and 90 of the top 100 companies in each sector trust us to accelerate their revenue growth. With a global clientele of over 13,000 organizations, we help businesses thrive in a disruptive ecosystem. The B2B economy is witnessing the emergence of $25 trillion in new revenue streams that are replacing existing ones within this decade. We work with clients on growth programs, helping them monetize this $25 trillion opportunity through our service lines – TAM Expansion, Go-to-Market (GTM) Strategy to Execution, Market Share Gain, Account Enablement, and Thought Leadership Marketing. Built on the 'GIVE Growth' principle, we collaborate with several Forbes Global 2000 B2B companies to keep them future-ready. Our insights and strategies are powered by industry experts, cutting-edge AI, and our Market Intelligence Cloud, KnowledgeStore™, which integrates research and provides ecosystem-wide visibility into revenue shifts. To find out more, visit or follow us on Twitter , LinkedIn and Facebook.
Yahoo
19-05-2025
- Business
- Yahoo
Marvell and NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure
Marvell Custom Silicon with NVIDIA NVLink Fusion Delivers Greater Flexibility for AI Infrastructure and Accelerates Time to Deployment SANTA CLARA, Calif., May 19, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it is teaming with NVIDIA to offer NVIDIA NVLink Fusion technology to customers employing Marvell custom cloud platform silicon. NVLink Fusion is an innovative new offering from NVIDIA for integrating custom XPU silicon with NVIDIA NVLink connectivity, rack-scale hardware architecture, software and other technology, providing customers with greater flexibility and choice in developing next-generation AI infrastructure. The Marvell custom platform strategy seeks to deliver breakthrough results through unique semiconductor designs and innovative approaches. By combining expertise in system and semiconductor design, advanced process manufacturing, and a comprehensive portfolio of semiconductor platform solutions and IP—including electrical and optical serializer/deserializers (SerDes), die-to-die interconnects for 2D and 3D devices, advanced packaging, silicon photonics, co-packaged copper, custom high-bandwidth memory (HBM), system-on-chip (SoC) fabrics, optical IO, and compute fabric interfaces such as PCIe Gen 7— Marvell is able to create platforms in collaboration with customers that transform infrastructure performance, efficiency and value. Marvell custom silicon with NVLink Fusion offers hyperscalers an accelerated path to custom scale-up solutions that meet the rigorous demands of model training and agentic AI inference—where outputs are driven by learned knowledge and reasoning. Hyperscalers can now seamlessly deploy these customized capabilities across their AI data center infrastructure while also leveraging their architecture investments in NVLink. NVLink gives cloud providers an easy path to scale out AI factories to millions of custom XPUs by effectively enabling them to integrate their proprietary XPUs into NVIDIA's rack-scale systems and the NVIDIA end-to-end networking platform. The core technology of NVLink Fusion is a chiplet delivering up to 1.8TB/s of bidirectional bandwidth. "Marvell and NVIDIA are working together to advance AI factory integration," said Nick Kucharewski, senior vice president and general manager, Cloud Platform Business Unit at Marvell. "Through this collaboration, we offer customers the flexibility to rapidly deploy scalable AI infrastructure with the bandwidth, performance and reliability required to support advanced AI models." "The computing landscape is being reshaped as AI is no longer an application—it is foundational to modern data centers," said Shar Narasimhan, Director of Accelerated Computing at NVIDIA. "NVLink Fusion extends NVIDIA's open platform to partners like Marvell, enabling hyperscalers to scale out AI factories to millions of GPUs, using custom silicon, NVIDIA's rack-scale systems and the NVIDIA end-to-end networking platform, to meet the world's accelerating demand for intelligence." About MarvellTo deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform—for the better. Marvell and the M logo are trademarks of Marvell or its affiliates. Please visit for a complete list of Marvell trademarks. Other names and brands may be claimed as the property of others. This press release contains forward-looking statements within the meaning of the federal securities laws that involve risks and uncertainties. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future events, results or achievements. Actual events, results or achievements may differ materially from those contemplated in this press release. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict, including those described in the "Risk Factors" section of our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and no person assumes any obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise. For further information, contact:Kim Marklepr@ View original content to download multimedia: SOURCE Marvell 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
