reports
AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service ...
AMD Instinct MI300X Accelerators Power Microsoft Azure OpenAI Service Workloads and New Azure ND MI300X V5 VMs — The new Azure ND MI300X V5 instances are now generally available, with Hugging Face as the first customer — — Microsoft is using VMs powered by AMD Instinct MI300X and ROCm software to achieve leading price/performance for GPT workloads — SANTA CLARA, Calif., May 21, 2024 (GLOBE NEWSWIRE) -- Today at Microsoft Build, (NASDAQ: AMD) showcased its latest end-to-end compute and software capabilities for Microsoft customers and developers. By using AMD solutions such as AMD Insti...
AMD Expands EPYC CPU Portfolio to Bring New Levels of Performance and ...
AMD Expands EPYC CPU Portfolio to Bring New Levels of Performance and Value for Small and Medium Businesses AMD EPYC 4004 Series processors power an expanded range of entry level system designs from leading server providers SANTA CLARA, Calif., May 21, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) today announced the availability of the processors that complement the existing AMD EPYC server CPU portfolio with new cost-optimized offerings that deliver enterprise-class features and leadership performance for small and medium businesses and hosted IT service providers. The AMD EPYC 4004 Serie...
- Pierre FerraguÊ
Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expe...
Today, we are publishing the Semicap section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, and Ride sharing & Delivery. Semicap equipment revenues were in line wi...
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DKS DICK'S SPORTING GOODS INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
VFC V.F. CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Broadcom Revolutionizes AI Networking Landscape with High-Performance ...
Broadcom Revolutionizes AI Networking Landscape with High-Performance 400G RoCE/RDMA Ethernet NICs Cutting-Edge PCIe Technology Empowers Seamless Integration of Open Standards and Fabric Interconnects for AI Clusters PALO ALTO, Calif., May 20, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: AVGO) today announced its latest portfolio of highly-scalable, high-performing, low-power 400G PCIe Gen 5.0 Ethernet adapters to revolutionize the data center ecosystem. These latest products offer an enhanced, open, standards-based Ethernet NIC and switching solution to resolve connectivity bottlenecks as XPU ba...
- Pierre FerraguÊ
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Acme United Corporation to Present at the Singular Research Spring Sel...
Acme United Corporation to Present at the Singular Research Spring Select Webinar on May 22, 2024 SHELTON, Conn., May 17, 2024 (GLOBE NEWSWIRE) -- Acme United Corporation (NYSE American: ACU) will present at the Singular Research Spring Select Webinar on Wednesday, May 22, 2024 at 4:30 pm ET/1:30 pm PT. Investors interested in viewing presentations streamed live on the Internet, please use the following link to register for the Singular webinar: A slide deck to be referenced by Acme United’s Chairman and CEO Walter C. Johnsen during the webinar will also be posted on the Investor Rela...
Broadcom Announces Accelerate Program to Deliver Enhanced Customer Exp...
Broadcom Announces Accelerate Program to Deliver Enhanced Customer Experience Partners offer customers in-country expertise, technical support and value added services PALO ALTO, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced its Accelerate Program, delivered through sole-provider distribution agreements. An expansion of the Broadcom , the Accelerate Program is aimed at providing enhanced service levels for more Broadcom software solutions delivered to a broader range of Broadcom customers across multiple geographies. Through the Broadcom Acce...
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Laura Chico
FormFactor Announces Participation at Upcoming Conferences
FormFactor Announces Participation at Upcoming Conferences LIVERMORE, Calif., May 16, 2024 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) is pleased to announce its participation in the following investor conferences: B. Riley 24th Annual Institutional Investor ConferenceLocation: The Beverly HiltonDate: May 22nd, 2024Format: 1:1’s Only Craig-Hallum 21st Annual Institutional Investor ConferenceLocation: Depot Renaissance Hotel MinneapolisDate: May 29th, 2024Format: 1:1’s Only TD Securities 52nd Annual Technology, Media & Telecom ConferenceLocation: InterContinental New York Barcla...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
QRVO QORVO INC.
KMX CARMAX INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SLM SLM CORP
ALPN ALPINE IMMUNE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
CGEM INC.
STX CULLINAN ONCOLOGY INC
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE METALS COMPANY INC
CRLBF GLOBALFOUNDRIES INC
BROS CRESCO LABS INC.
DUTCH BROS INC
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
FormFactor Again Named One of THE BEST Suppliers in the Semiconductor ...
FormFactor Again Named One of THE BEST Suppliers in the Semiconductor Industry FormFactor Receives Five Star Rating in Annual Customer Satisfaction Survey LIVERMORE, Calif., May 15, 2024 (GLOBE NEWSWIRE) -- FormFactor, Inc. (NASDAQ: FORM), a leading semiconductor test and measurement supplier, announced that it has again been named a top performer in TechInsights’ customer satisfaction survey earning five stars in three categories: 10 BEST Focused Suppliers of Chip Making Equipment,THE BEST Suppliers of Test Subsystems, andTHE BEST Suppliers of Assembly Test Equipment. In this survey,...
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