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Aspeed Technology, the Taiwan chip designer, is working with Lattice Semiconductor (US) on its first-ever Server Management Companion (SMC) chip in a bid for more silicon wins in AI servers, media report, noting AI data centers are becoming so complex that the server management chips Aspeed specializes in now are no longer enough. They will provide engineering samples of the new chip, the AST1840, in the 3rd quarter. $Lattice Semicon(LSCC.US) #Aspeed #semiconductors
Source: Dan Nystedt
Phenomenal strength today. Top gainers in the port:
$Ballard Power(BLDP.US) $Velo3D(VELO.US) $Lattice Semicon(LSCC.US) $Bloom Energy(BE.US) $Intel(INTC.US) $DexCom(DXCM.US) $Option Care Health(OPCH.US) $Amtech(ASYS.US) $Willdan(WLDN.US)
• Market rally hesitates due to escalating tensions in the Strait of Hormuz.
• $Palantir Tech(PLTR.US)'s Q1 earnings and revenue exceeded estimates, driven by growth in its U.S. government business. • $XBI shows strength. • Lattice Semiconductor $Lattice Semicon(LSCC.US) and $ON Semiconductor(ON.US) Semiconductor both reported strong earnings, but ON's stock dropped. • $Grayscale Bitcoin Mini Trust ETF(BTC.US) approaches $80,000 following a compromise on the Clarity Act regarding stablecoin yields. • $Eli Lilly(LLY.US) recovered after a patient experienced liver failure from its weight-loss pill. • $Mirum Pharmaceuticals(MIRM.US) shares surged to an all-time high due to positive liver disease treatment results.$Semiconductor(CP00062.US). Jack