Daily Information By Lansheng Technology

 


1. Intel, Micron Technology, and ON Semiconductor fell more than 2%, and Applied Materials fell 0.8%. On Tuesday, #Nvidia , which was upgraded to buy by HSBC and optimistic about its AI chip prospects, continued to rise, closing up nearly 1%, rising for four consecutive days #AMD rose nearly 0.2% to its highest level since April 3.


2. The U.S. Secretary of Commerce urges universities to cooperate with chip companies: there may be a shortage of 100,000 #semiconductor technicians in the next few years


3. Under the background of global consumer electronics downturn, the impact of customers' destocking and continuous adjustment of orders has been transmitted to semiconductor equipment manufacturers. The financial report shows that #ASML's Q1 sales in the first quarter were 6.7 billion euros and its Q1 profit was 2 billion euros. In the first quarter, ASML sold a total of 100 lithography machines, including 96 new lithography machines and 4 second-hand lithography machines. In the quarter, ASML's new orders amounted to 3.75 billion euros, a sharp drop of about 40% from the previous quarter.


4. Chipmaker GlobalFoundries said today that it has filed a lawsuit against IBM, accusing it of illegally sharing confidential intellectual property and trade secrets. GF said in the complaint that IBM shared intellectual property and trade secrets with Japanese semiconductor company Rapidus. Currently, IBM is working with Rapidus to develop and produce cutting-edge 2nm chips.


Lansheng Technology Limited (https://www.lanshengic.com/) is a global distributor of electronic components that has been established for more than 10 years, headquartered in Shenzhen China, who mainly focuses on electronic spot stocks.

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