Micron Technology: Buy it, says Mizuho, China has very few options Samsung and Hynix are not China’s solution. https://
thetechnologyletter.com/the-posts/micr
on-technology-buy-it-says-mizuho-china-has-very-few-options
… $MU #investing #China #cybersecurity #DramaAlert
INDUSTRY
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Mizuho recommande Micron: China manque d’alternatives semiconducteurs
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Tech stocks surge amid market froth and unexplained rallies
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The TL Podcast for May 22nd, 2023: Week of tech froth: stocks surged on no news whatsoever Conference calls from Synopsys, Cisco and Applied Materials lifted tech shares, but a lot of names such as Nvidia and Confluent surged for no reason whatsoever, a sign of a certain
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TSMC Showcases Metis AI Processing Unit at Summit
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TSMC Summit has wrapped up, and we couldn't be more excited to have showcased the exceptional power of our Metis AI processing unit! Thanks to all the attendees who visited and connected with us. #semiconductor #innovation #edgeAI #ai #ArtificialIntelligence
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UK Tech Industry Failing Black Women in Leadership
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How the UK #tech industry is failing Black women https://
bit.ly/3K9vsti #WomeninTech -
Siemens and Microsoft Drive Industrial Productivity With Generative AI
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Siemens and Microsoft drive industrial productivity with generative AI
#AI #AIio #BigData #ML #NLU #Futureofwork @chrismessina @ChristopherIsak @davidwkenny @debashis_dutta @petitegeek @fabiomoioli @GaryMarcus @asokan_telecom http://
ow.ly/8mTb30svr0y -
Big Tech Layoffs 2023: Workforce Shifts to Other Industries
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Workforce Layoffs 2023: Big Tech’s Loss Is Another Industry’s Gain https://
bit.ly/3ltNOee via @Forbes #FutureofWork #tech -
Synopsys CEO: AI Productivity Revolution Chips Cost Reduction
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Please enjoy my interview with Synopsys CEO Aart de Geus. Synopsys CEO de Geus: AI is a productivity revolution in chips “If one can just reduce by a percentage point the cost to do things, that has major impact on mankind.” https://
thetechnologyletter.com/the-posts/syno
psys-ceo-de-geus-ai-is-a-productivity-revolution-in-chips
… $SNPS $CDNS @Synopsys -
China Bans Micron: Major Semiconductor Supply Chain Disruption
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Shot heard round the world: China bans Micron Relevant China revenue is between eleven and twenty-five percent of Micron’s total annual revenue, analysts estimate. https://
thetechnologyletter.com/the-posts/shot
-heard-round-the-world-china-bans-micron
… $MU #investing #semiconductors #China -
Applied Materials invests four billion in Silicon Valley chip R&D center
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Applied Materials to spend an extra four billion to build advanced chip R&D center in Silicon Valley The project will cost an additional four billion dollars over seven years, and Applied has committed to billions more in R&D expense during the site’s first decade.
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Driverless Cars Will Displace Millions of Driver Jobs
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Taken literally this cannot be correct indefinitely; eg at some point driverless cars will actually work, and there will be far fewer jobs for a large number of drivers. A few might manage fleets but most will be out or work; some will find new ones; no guarantee they all will. https://
x.com/ylecun/status/
/ylecun/status/1660359940291035137
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