Recent #investment news in the semiconductor industry

13 days ago

➀ Russian semiconductor entrepreneurs avoid government funding due to mistrust and rely on foreign investment, fearing loss of control over their innovations;

➁ The government-backed Russian Electronics Corporation (REC) faces criticism for ineffective investment and lack of progress, despite ample national financial resources;

➂ Experts highlight Russia's need for external expertise and OEM industry development, with cautious optimism for a future fabless chip sector.

semiconductorGovernment Fundinginvestment
15 days ago

➀ Moor threading, founded in June 2020, aims to create the best all-function GPU in China.

➁ The company boasts a rich array of technical achievements, including five generations of GPU architecture chips for AI computing, high-performance computing, and more, along with the independently developed large language model MusaChat.

➂ Revenue has surged, growing from less than 50 million yuan in 2022 to 4.38 billion yuan in2024, and surpassing 7 billion yuan in the first half of 2025.

technologyGPUinvestment
about 1 month ago
1. FMC Corporation is a global leader in crop protection chemicals, maintaining competitiveness through innovation and customer relationships; 2. The company faces risks such as patent expirations, macroeconomic pressures, and high debt but is implementing strategic adjustments, including exiting direct sales in India; 3. Despite slow growth in 2024, FMC anticipates improved EBITDA and EPS, driven by new products and market expansions in regions like Brazil, with a 'buy' rating and 42% upside potential alongside a 6.1% dividend yield.
Corporate StrategyDividend Yieldinvestment
3 months ago
1. UnitedHealth (UNH) and Molina Healthcare (MOH) face challenges from rising medical costs and regulatory pressures but may present undervalued investment opportunities; 2. UNH benefits from scale and diversification but is weighed down by DOJ investigations and leadership changes, while MOH has lower exposure to pharmacy inflation risks but struggles with negative cash flow; 3. The author suggests waiting for technical momentum to improve before investing, using covered calls on UNH and monitoring MOH for a potential rebound.
HealthcareValuationinvestment
4 months ago

➀ Texas Instruments has committed to investing over $60 billion to expand its U.S. manufacturing capacity, marking the largest-ever investment in foundational semiconductor manufacturing in the U.S. history.

➁ The investment will support over 60,000 jobs at new manufacturing sites in Texas and Utah.

➂ Texas Instruments plans to build seven large-scale fabs, including two new facilities in Texas, with the first new fab, SM1, scheduled to begin production this year.

Texas Instrumentsinvestmentsemiconductors
6 months ago
1. Alphabet reported strong Q1 2025 earnings, alleviating investor concerns and boosting the stock by 5% after hours. 2. Despite AI competition, paying 20x forward free cash flow for Google is attractive due to its diversified business and robust financials. 3. Alphabet's 12% top-line growth and 13% free cash flow increase demonstrate resilience, countering bearish views and supporting a buy rating.
Stock Analysisinvestmenttechnology
6 months ago

➀ Vertex Growth, a Singapore-based growth-stage venture capital fund, has announced a €10M investment in Dolphin Semiconductor;

➁ The investment aims to support and accelerate the growth strategy of Dolphin Semiconductor;

➂ Dolphin Semiconductor is a leading provider of semiconductor IP solutions specializing in mixed-signal IP design.

Venture Capitalinvestmentsemiconductor
7 months ago
1. Intel is undergoing a strategic overhaul to regain competitiveness; 2. The stock is trading at a deep discount reflecting skepticism; 3. Management is investing aggressively in technology and manufacturing; 4. Risks include manufacturing delays and tough competition, but the downside is limited; 5. Even modest progress could lead to a rerating, offering an opportunity for long-term investors.
investmentsemiconductortechnology
7 months ago

➀ The dilemma facing Big Tech is the cost of building AI, with estimates ranging from tens of millions to tens of billions;

➁ Some investments in cheap, effective Chinese products have raised concerns about the wisdom of some investments;

➂ Microsoft is withdrawing from data center projects in various countries, and expectations for GenAI are declining due to high failure rates and dissatisfaction with current results;

➃ OpenAI is not yet profitable and expects positive cash flow only in 2029, despite spending $644 billion on AI programs and data centers.

AIGartnerMicrosoftOpenAITechdata centresinvestment