Fortunes have already been made in the chip and semiconductor industries, and investors in Advanced Micro Devices (NASDAQ: AMD) and Broadcom (NASDAQ: AVGO) are very much part of the boom. Both companies are on a strong upward trajectory, but have experienced significant pullbacks as the broader tech sector grappled with questions surrounding AI and its inevitable disruptions. The future looks brig...
Fortunes have already been made in the chip and semiconductor industries, and investors in Advanced Micro Devices (NASDAQ: AMD) and Broadcom (NASDAQ: AVGO) are very much part of the boom. Both companies are on a strong upward trajectory, but have experienced significant pullbacks as the broader tech sector grappled with questions surrounding AI and its inevitable disruptions. The future looks bright for AMD and Broadcom, but which one will dominate the next decade? AMD had quite the year. In 2025, the company posted record full-year revenue of $34.6 billion, gross margin of 50%, and earnings per share of $2.65. The company also anticipates the momentum will continue through this current year. For the first quarter of 2026, the company believes it could reasonably achieve 32% growth and a non-GAAP gross margin of 55%. Image source: Getty Images. Continue reading
Earnings Call Insights: indie Semiconductor (INDI) Q4 2025 Management View CEO Donald McClymont stated that "indie delivered a solid fourth quarter with revenue of $58 million, exceeding the midpoint of our outlook by $1 million and up 8% sequentially." He highlighted the automotive sector's transition as ADAS and automated driving features become standard, creating "a significant opportunity for ...
Earnings Call Insights: indie Semiconductor (INDI) Q4 2025 Management View CEO Donald McClymont stated that "indie delivered a solid fourth quarter with revenue of $58 million, exceeding the midpoint of our outlook by $1 million and up 8% sequentially." He highlighted the automotive sector's transition as ADAS and automated driving features become standard, creating "a significant opportunity for indie to capitalize on by leveraging its technology investments for the readiness of these mass market ADAS segments." McClymont announced initial shipments to a Tier 1 partner for the Gen 8 77-gigahertz radar solution, noting "strong commercial traction with even more global OEMs," and emphasized scaling production to address demand that could exceed 50 million units annually post ramp-up. He also described expanding production capabilities and securing additional back-end and test capacity to meet demand. The CEO reported momentum in the vision portfolio, citing a design win in China with an EV manufacturer for the iND880 camera mirror system, expected to ramp in mid-2026. He highlighted the integration of emotion3D, creating "a powerful ecosystem that unites AI-based perception algorithms with our hardware SoC capabilities." New markets are being pursued, with McClymont noting, "we are already seeing strong adoption of our radar, vision and even interface solutions by industry leaders" in humanoid robotics and quantum communications. The photonics unit secured its largest booking of LXM lasers to date, and the power group remains on track for production with Ford in 2026 for the Qi 2.0 wireless platform. McClymont referenced supply constraints: "we have made meaningful progress by qualifying second source package and substrate vendors. However, we expect the broader supply environment to remain constrained, and we will need to remain laser focused to manage the situation through 2026." CFO Naixi Wu reported, "indie's fourth quarter revenue was $58 million, exceeding the ...
The arrest of the 66-year old former prince has sent shockwaves through the UK and abroad, with reaction rolling in from the US to Australia King says ‘law must take its course’ What the papers say Calls for justice in the US US president Donald Trump described Andrew Mountbatten-Windsor’s arrest as a “shame” and “very sad thing”. When asked by reporters for his reaction, he said: I’m the expert i...
The arrest of the 66-year old former prince has sent shockwaves through the UK and abroad, with reaction rolling in from the US to Australia King says ‘law must take its course’ What the papers say Calls for justice in the US US president Donald Trump described Andrew Mountbatten-Windsor’s arrest as a “shame” and “very sad thing”. When asked by reporters for his reaction, he said: I’m the expert in a way because I’ve been totally exonerated so I can speak about it … I think it’s a shame . I think it’s very sad . I think it’s so bad for the royal family. It’s very, very sad . To me, it’s a very sad thing . When I see that, it’s a very sad thing … Continue reading...
As German Chancellor Friedrich Merz prepares for his high-stakes visit to Beijing from February 24 to February 27, he faces a new reality – China has become less reliant on Germany. While China is once again Germany’s top trading partner, the relationship has become distorted by a record €89 billion (US$105.6 billion) trade deficit. China’s economic slowdown has cut demand for German exports while...
As German Chancellor Friedrich Merz prepares for his high-stakes visit to Beijing from February 24 to February 27, he faces a new reality – China has become less reliant on Germany. While China is once again Germany’s top trading partner, the relationship has become distorted by a record €89 billion (US$105.6 billion) trade deficit. China’s economic slowdown has cut demand for German exports while the German appetite for Chinese goods grows. SCMP Plus subscribers enjoy early access to selected...