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00:00:00 Nvidia, Qualcomm, MediaTek
00:50:30 Sunrise Communication A40B6Q
01:07:45 Zscaler
01:19:00 Crowdstrike
01:34:50 Broadcom
01:47:00 Annual HU thanks to EU
Spotify
https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa
YouTube
https://www.youtube.com/watch?v=35DxL3Xy7i0
Apple Podcast
$NVDA (+0,36%)
$QCOM (-0,47%)
$2454
$AVGO (+1,46%)
$ZS (+0,32%)
$CRWD (+0,06%)
$SUNC (+0%)
We are currently trying to use the current fluctuations to build up our portfolio.
Additional purchase $TDIV (+0,07%)
New purchase $QDVD (-0,11%) / $SPYW (+0,3%) / $QCOM (-0,47%) / $8001 (+0,04%) / $RICHTER (-0,2%) / $J36 (+0,63%)
As I would like to increase my portfolio to a total of 20 stocks, I am still looking for two companies that ideally pay dividends semi-annually / annually in April or June.
If any of you can think of good dividend payers, I would be very grateful for any tips.
ETFs are then saved with EUR 100 per month and all individual shares with EUR 50.
I wish everyone a good trading day.
Most of my recent picks have focused on stability and income, but I also want exposure to tech innovation, especially companies that are profitable, pay dividends, and still have room to grow. Qualcomm stands out as one of the few tech players that check all those boxes.
Their leadership in wireless technologies and semiconductors, especially in 5G and mobile devices, makes them a key enabler of the digital world we live in. At the same time, they’ve been consistently rewarding shareholders with strong dividends and buybacks — which is rare in the high-tech space.
This position adds a solid growth-and-income component to my portfolio, and helps balance my exposure between defensive plays and innovation-driven names.
Some readers will have noticed: Xiaomi has developed its own chip for smartphones and plans to unveil it in detail this Thursday. The XRING 01 will be found in the upcoming Xiaomi 15S Pro - initial benchmarks suggest that it could deliver both more single-core and more multi-core performance than a Qualcomm Snapdragon 8 Elite. Is a dispute brewing between Xiaomi and Qualcomm? Publicly, it doesn't look like it, as Qualcomm and Xiaomi have now confirmed in a press release that they have once again signed a multi-year cooperation agreement.
This means that Xiaomi's premium smartphones will continue to use Qualcomm Snapdragon 8 chips. This is quite piquant, as the aforementioned Xiaomi 15S Pro, which will be unveiled on Thursday, will use the Xiaomi XRING 01 as its SoC. It will also belong to the upper class. This has already been officially confirmed by the company's CEO, Lei Jun, via Weibo. Qualcomm nevertheless confirms that Xiaomi will be one of the first partners to use the next Snapdragon 8 generation for its flagships - both in China and internationally.
However, it is probably no coincidence that Qualcomm and Xiaomi are releasing a press release right now emphasizing their cooperation. The announcement of the XRING 01 certainly raised questions among many readers. However, there are also other manufacturers, such as Samsung, who develop their own Exynos SoCs on the one hand and use Qualcomm chips on the other. So one does not necessarily exclude the other.
Xiaomi will therefore continue to use Snapdragon chips for smartphones, vehicles, tablets, wearables and more. In the press release, Qualcomm does not tire of listing all kinds of products from its partner that have already relied on its own SoCs in the past. However, it is also clear that Xiaomi is not developing its own chips, which cost billions to design, just for fun. Of course, the company also wants to become more independent.
https://stadt-bremerhaven.de/qualcomm-und-xiaomi-bestaetigen-mehrjaehrige-partnerschaft/
Qualcomm is making a comeback in the market for data center processors - and with prominent support: together with NVIDIA, the US company wants to develop new CPUs based on Arm technology that work seamlessly with NVIDIA's market-leading AI graphics processors. The aim is to enable high-performance computers with efficient communication between CPU and GPU based on NVIDIA's rack-scale architecture. This strategic partnership aims to deliver energy-efficient and high-performance solutions for the ever-increasing demands of AI applications in data centers.
The move marks Qualcomm's return to a market that the company left in the 2010s after disappointing progress, including in cooperation with Meta Platforms. Now an experienced chip development team, which Qualcomm poached from Apple in 2021, is to drive the new start. In addition to Meta, which is once again in talks with Qualcomm, the Saudi Arabian AI company Humain has also signed a letter of intent for a customer-specific chip project. This not only puts Qualcomm in direct competition with Intel and AMD, but also brings it closer to NVIDIA, which is also pursuing its own CPU ambitions with its Grace chip. Investors will be keen to see whether Qualcomm can win further major customers and how the new chips prove themselves in practice.
The AI giant $NVDA (+0,36%)
presented new AI products and partnerships at Computex at the weekend,
in addition to numerous new technologies, including a possible investment in PsiQuantum.
New technologies in sight:
As part of the event, the top manager also gave an insight into new products. In his speech, which lasted around two hours, Huang presented new technologies for artificial intelligence, both in the corporate and consumer sectors.
Modified AI chips for the Chinese market in preparation
Entry into quantum computing possible through participation in PsiQuantum.
A partnership with Hon Hai Precision, also known as Foxconn, was also announced in this context.
As part of the collaboration, the company plans to build an AI factory in Taiwan, which will use NVIDIA's Blackwell GPU series.
NVLink Fusion was also presented as a platform that helps companies to set up their AI infrastructure more easily.
Of particular interest: the platform opens up NVIDIA's servers for chips from other manufacturers.
In addition, Huang also presented new AI agent software and AI software for robots and even personal AI supercomputers, which are being developed together with partners such as $2353
$QCOM (-0,47%) and $MRVL (+1,9%) have developed.
China to get NVIDIA chips soon
NVIDIA is also making progress elsewhere in Asia:
According to a report by Nikkei, the first deliveries of the NVIDIA AI chip adapted for the Chinese market are set to take place as early as next quarter. A modified version of its flagship Blackwell series is also set to be launched in China, the newspaper adds.
This is the US company's response to export restrictions imposed by the US government, which are jeopardizing NVIDIA's market position in China and its growth plans there.
Competition in the region is fierce, which is why the US technology giant is making great efforts to maintain its presence.
According to the report, the new AI chip for China will be a slimmed-down version of the last-generation Hopper series and will not contain high-bandwidth memory (HBM). The new flagship Blackwell series will also be adapted for the Chinese market and is set to be launched later in 2025. In line with export restrictions, this will also be equipped without HBM.
Is NVIDIA getting involved with PsiQuantum?
In addition to the AI chip business, NVIDIA is now also setting its sights on the quantum computing sector, according to a press report. As reported by "The Information", NVIDIA is negotiating an investment in PsiQuantum and is already in advanced talks regarding an investment in the quantum computing startup.
The report, which cites sources involved in the talks, states that this investment would be NVIDIA's first in a company that builds physical quantum computers, following previous investments in AI-centric companies such as $CRWV (-0,6%) and xAI.
PsiQuantum's photonic approach to quantum computing uses photons as qubits and aims to build quantum processors using conventional semiconductor processes.
The startup is based in Palo Alto and is working hard to develop systems that outperform conventional computers.
Psi Quantum has partnerships with GlobalFoundries and receives government support in Australia and the USA, according to "The Information".
Source: finanzen.net
$QCOM (-0,47%) . $MSFT (+0,01%)
$ARM (+0,7%)
The next generation of Xbox games consoles is to be based on an ARM processor from Qualcomm's Snapdragon series, according to a job advertisement from Microsoft for the position of sales manager.
The next generation of Xbox game consoles, which will follow on from the Xbox Series X and Series S released in November 2020, will be based on an ARM processor from Qualcomm's Snapdragon series, according to a job advertisement from Microsoft for the position of Sales Manager for new Surface and Xbox series products. This information comes from well-known industry insider Brad Sams from software developer Stardock.
In his latest YouTube video, Brad Sams, who works for Stardock Corporation, a software developer for Windows applications founded in 1991, goes into more detail about the background. It goes on to say ...
The next generation of Xbox will support ARM processors from Qualcomm, according to a new job posting. As Microsoft continues to develop its strategy for the Xbox, more and more pieces of the puzzle are falling into place. - Brad Sams -
Whether this is really a classic games console or more of a handheld is, of course, difficult to answer. The eight-minute YouTube video provides further information and background on this topic.
More performance for the mid-range: The latest generation of the Snapdragon 7 should also provide more gaming fun in cheaper smartphones. AI applications provide the necessary prerequisites for this.
Computer chips from US manufacturers are becoming increasingly difficult to obtain for buyers from China. However, this does not (yet) apply to Qualcomm's smartphone SoCs. As part of the presentation of the Snapdragon 7 Gen 4, three smartphone manufacturers from the People's Republic announced their intention to install the processor in their own devices in the near future. Both Honor and Vivo plan to unveil correspondingly equipped models later this month. Realme will also rely on the new SoC, which promises a significant leap in performance for the mid-range segment.
Core upgrade and slightly more clock speed
The manufacturer is focusing primarily on improving details. The SoC will continue to be manufactured using the 4-nanometer process. As with its predecessor, the CPU consists of a total of eight cores. The underlying principle remains the same, but minor changes have been made to the architecture and the clock frequencies have been increased.
At the top is a so-called prime core on ARM's Cortex-A720 architecture with a clock speed of up to 2.8 GHz. It is followed by four further Cortex-A720 cores, which are clocked slightly lower at 2.4 GHz. For less demanding tasks, three economical Cortex A520 cores are used, which have to make do with a clock speed of 1.8 GHz.
Qualcomm has held back with changes to the graphics unit. According to the data sheet, the Adreno GPU, which was also not specified, has the same capabilities as the one used in the predecessor. The manufacturer has presumably remained true to the graphics unit and has merely increased the clock frequency slightly so that the rendering performance, together with the faster memory, should be around 30 percent higher.
NPU gets more memory
One reason for the higher graphics performance is the faster memory connection. The RAM size remains limited to a maximum of 16 GB and continues to support LPDDR5X, LPDDR5 and LPDDR4. What is new, however, is that the RAM now allows transfer rates of up to 4,200 MT/s. With the Snapdragon 7 Gen 3, data could be transferred at a maximum of 3,200 MT/s.
The Neural Processing Unit (NPU) also benefits: it can now access twice the amount of memory. Qualcomm does not provide further details on the optimizations, but speaks of a 65 percent performance boost. Support for AI assistants and large language models is said to have been significantly improved as a result.
Wi-Fi 7 and XPAN improve connectivity and audio quality
The Snapdragon 7's network technology has also been brought up to date. While the integrated 5G modem has remained largely unchanged, the new SoC now supports the latest Wi-Fi standard Wi-Fi 7. Qualcomm's XPAN (Expanded Personal Area Network) technology has also been introduced. It enables the transmission of audio data via Wi-Fi - with greater range, better quality and lower power consumption.
However, the receiving device - such as headphones or speakers - must also support XPAN in order to benefit from the advantages.
https://www.inside-digital.de/news/staerkere-handys-diese-hersteller-ruesten-ihre-mittelklasse-auf
While I'm struggling with the terrible controls on an old machine $SIE (+0,53%) control system, I bought a few shares $UNH (+0,09%) purchased.
Today I also bought 1× $MUV2 (+0,35%) 5× $QCOM (-0,47%) & 10x $QLYS (+0,08%)
Greetings from Warsaw 🫡
I made a purchase on Wednesday. I've actually wanted to do this for a long time, but somehow I got a bit off track.
In my view, this is one of the cheapest companies in the semiconductor sector, and its low price is not justified. In my opinion, there is good money to be made with $QCOM (-0,47%) both in the short to medium term and in the long term (the need for chips and very solid dividends)
I migliori creatori della settimana
