Xiaomi unveils Xring O3 as it expands in-house chip push
TechNode·- Xiaomi unveiled its second in-house smartphone processor, the Xring O3, to reduce reliance on external suppliers. - TSMC is expected to manufacture the chip using a 3-nanometer process. - Xiaomi also reported that devices powered by its first Xring O1 processor exceeded 1 million cumulative shipments, while contracting TSMC for additional AI and autonomous-driving chips.Xiaomi Takes Another Page From Apple
GuruFocus·- Xiaomi is accelerating its vertical integration by partnering with Taiwan Semiconductor Manufacturing to produce its new Xring O3 smartphone processor on an advanced 3-nanometer process. - The company has invested over RMB 20 billion, or roughly $3 billion, in chip development and plans to deploy the 6nm Xring O100 and 3nm D100 processors for AI and autonomous driving next year. - This partnership reinforces demand for TSMC's advanced nodes while presenting Xiaomi with the challenge of leveraging proprietary silicon to improve margins and product differentiation amidst rising component costs.BlackBerry CEO says robotics is one of its fastest-growing businesses
CNBC·- BlackBerry CEO John Giamatteo stated that robotics is one of the company's fastest-growing businesses within its QNX software division. - The company is leveraging its safety-critical automotive software experience to target industrial, warehouse, and medical robotics applications. - BlackBerry reported an order backlog worth 950 million dollars and an expanded partnership with Nvidia to support these growth areas.22:15 ETLa marca de mini PCs VZMORE debuta mundialmente en ShowStoppers @ IFA 2026
prnewswire·- German mini PC brand VZMORE makes its global debut at ShowStoppers @ IFA 2026, showcasing four flagship products equipped with advanced AMD and Intel processors. - The company introduces its proprietary V-Cooling™ thermal architecture across the lineup to improve heat dissipation efficiency and maintain stable performance under heavy workloads. - The global release of these four new mini PC models is scheduled for mid-October 2026, with final configurations and pricing to be announced closer to launch.Applied Materials Stock (AMAT) Is Named a 'Top Pick' at Goldman Sachs
Tip Ranks·- Goldman Sachs designated Applied Materials as its top pick among semiconductor equipment manufacturers, assigning it a buy rating. - The company is projected to benefit from artificial intelligence infrastructure spending and robust wafer fabrication equipment demand. - Analysts maintain a strong buy consensus with an average target price of 692.40 USD, indicating significant potential upside.Nvidia Earnings: Wall Street Expects Growth to Slow in Q2 — Dan Niles Says Hyperscalers Are Spending Like Never Before
benzinga_article·- Investor Dan Niles stated that Nvidia’s growth expectations may be conservative due to hyperscaler capital expenditures growing 92 % year-over-year in the quarter ending June 30. - Wall Street projects Nvidia's second-quarter revenue to reach $92.03 billion and earnings per share to hit $2.07. - Niles noted that Nvidia trades at 17 times projected 2027 earnings, presenting a favorable risk-reward setup despite local political headwinds against data centers.AMD or Nvidia: Load Up on One AI Chip Stock, but Avoid the Other, Says Investor
Tip Ranks·- Investor Elizabeth Pramila argues that AMD is poised to outperform Nvidia in the coming years by capturing AI spending through efficiency, flexibility, customization, and cost-effective inference. - The investment thesis highlights that AMD's MI400 GPUs, Helios rack-scale platform, and sixth-generation EPYC server CPUs provide competitive alternatives that appeal to major cloud providers and AI labs. - Pramila rates AMD as a Strong Buy with an average price target of $647.42 pointing toward 37% returns, while maintaining a Strong Sell rating on Nvidia despite Wall Street's consensus Strong Buy for both stocks.Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'
benzinga_article·- Micron Technology CEO Sanjay Mehrotra stated that artificial intelligence-driven memory demand shows no sign of easing, supported by multiyear customer agreements signaling a structural boom. - Analysts note that the memory market has become foundational rather than cyclical, with demand-to-supply ratios estimated at roughly 15 to 1 and meaningful production relief unlikely before 2028. - While Micron announced a $10 billion investment in Micron Research Labs to advance AI technologies, dissenting voices like ARK Invest caution that extraordinary pricing could eventually invite new competition.Elon Musk Reveals Why SpaceX Launched Tesla’s Roadster Into Orbit: ‘We Didn’t Want to Risk Anything Valuable’
benzinga_article·- SpaceX CEO Elon Musk revealed that his personal Tesla Roadster was launched into orbit in 2018 because the mission's high failure risk precluded using anything valuable. - Tesla is reportedly moving closer to unveiling its next-generation Roadster, which may feature a SpaceX-developed cold gas thruster system. - Meanwhile, SpaceX announced a partnership with NVIDIA to launch optimized chips by late 2027 alongside targets for significantly increased rocket launches.