Tag: chips

06
Oct
2020
Posted in computer

Hedge Funds Taking Some Chips Off The Table

The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 823 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds’ and investors’ portfolio positions as of June 30th, when the S&P 500 Index was trading around the 3100 level. Since the end of March, investors decided to bet on the economic recovery and a stock market rebound. S&P 500 Index returned more than 50% since its bottom. In this article you are going to find out whether hedge funds thought Super Micro Computer, Inc. (NASDAQ:SMCI) was a good investment heading into the third quarter and how the stock traded in comparison to the top hedge fund picks.

Super Micro Computer, Inc. (NASDAQ:SMCI) was in 22 hedge funds’ portfolios at the end of the second quarter of 2020. The all time high for this statistics is 24. SMCI shareholders have witnessed a decrease in hedge fund interest lately. There were 24 hedge funds in our database with SMCI holdings at the end of March. Our calculations also showed that SMCI isn’t among the 30 most popular stocks among hedge funds (click for Q2 rankings and see the video for a quick look at the top 5 stocks). Video: Watch our video about the top 5 most popular hedge fund stocks.

Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&P 500 ETFs by 56 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that’ll significantly underperform the market. We have been tracking and sharing the list of these stocks since February

03
Oct
2020
Posted in technology

Apple Working on Apple TV Models With A12 and A14 Chips, New Controller, and More

Several rumors have indicated that Apple is working on a refreshed Apple TV, and Fudge, a leaker who goes by @choco_bit on Twitter, today shared some new information on what we can expect.


In a tweet, Fudge claims that Apple is preparing multiple new Apple TV set-top boxes, with a model featuring a variant of the A12 chip and one with an “A14X-like” chip. Fudge also mentions that a new controller is in the works, but it is unclear if the tweet is referencing an updated Siri Remote or a new, Apple-designed game controller.

Fudge mentions that Apple is working with developers to bring console-level games to Apple Arcade as means of bolstering the gaming service. Notably, the tweet points out that some games would only be able to be run on the A13 Bionic chip or later, so an upgraded Apple TV would be necessary to access the new Apple Arcade additions.

Signs of a new Apple TV with an A12 bionic chip were uncovered in the iOS 13.4 beta in February. In addition to an updated processor and a “T1125” codename, previous rumors have indicated that the refreshed Apple TV may feature higher capacity 64 and 128GB storage options.

Leaker Jon Prosser had previously suggested the new Apple TV will be equipped with an A12X Bionic chip, while another rumor had indicated it will use an A14 chip, the same chip in the fourth-generation iPad Air that’s expected in the

02
Oct
2020
Posted in technology

Intel wins second phase of contract to help Pentagon develop chips

By Stephen Nellis

(Reuters) – Intel Corp on Friday said that it has won a second-phase contract in a project aimed at helping the U.S. military make more advanced semiconductors within the United States.

Under the project, Intel will help the military develop prototypes of chips using its semiconductor packaging technology at factories in Arizona and Oregon. The packaging technology allows pieces of chips called “chiplets” from different providers to be combined into one package, helping cram more features into a smaller finished product while lowering its power consumption.

Intel declined to disclose a dollar figure for its portion of the contract, which is being overseen by the Naval Surface Warfare Center, Crane Division. Intel won part of the first phase of the contract in 2019.

Intel’s work with the Defense Department comes as U.S. officials focus on boosting domestic semiconductor manufacturing in response to the rise of China as a strategic competitor. About 75% of the world’s chipmaking capacity is in Asia, with many of the most advanced plants in Taiwan and Korea, within the reach of the Chinese and North Korean militaries.

“I think one of the areas where we can have the most impact on China broadly is re-shoring microelectronics,” Ellen Lord, the Pentagon’s chief weapons buyer, told the U.S. Senate Armed Services Committee in a hearing on Thursday.

Intel is one of three companies in the world that can make highly advanced computer chips. The other two – Taiwan Semiconductor Manufacturing Co Ltd and Samsung Electronics Co Ltd – have packaging technology similar to Intel’s.

But Intel has been working on the technology longer and can perform the work in the United States, which the other two cannot, said Dan Hutcheson, chief executive officer of VLSI Research.

“There’s no one else with the mix of technology