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07.05.26 - 14:21
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Will Today′s British ′Midterms′ Spark ′Starmageddon′ For The Labour Party? (ZeroHedge)
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Will Today's British 'Midterms' Spark 'Starmageddon' For The Labour Party?
All eyes on UK local elections (Britain's 'Midterms') today.
As JPMorgan's Market Intel desk noted this morning, while the seats up do not influence national policy, Brits have historically used local and regional elections to punish the party in power in Westminster.
Reform UK is expected to come out as the main beneficiary of the elections, with Labour the biggest loser.
The key risk is that Labour's poor performance causes MPs to push Starmer out in an attempt to improve the party's standing ahead of 2029 elections.
This could come in the form of a formal leadership challenge or a ministerial resignation that triggers others to follow suit (for the former, Rayner seen as the most likely candidate for now, while Andy Burnham could make another attempt to enter parliament in the summer).
Gilts are especially sensitive to political developments (muscle memory from LDI crisis and the 2024 Autumn Budget)...
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07.05.26 - 01:06
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Intel targets entry-level advanced packaging, draws interest from Google and Amazon (Digitimes)
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Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays in 10nm and setbacks at the 7nm node, leading to the loss of Apple's chip orders. This view assumes that semiconductor manufacturing advantage is determined primarily by transistor density, particularly in the system-on-chip era....
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06.05.26 - 20:30
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Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era (24/7 Wall St.)
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Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple's quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era...
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06.05.26 - 17:18
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AI Chip Packaging Constraints Create an Opening for Intel′s EMIB Technology (24/7 Wall St.)
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Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company's (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology...
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06.05.26 - 17:03
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QuantWare sichert 178 Millionen USD zur Entwicklung des leistungsstärksten Quantenprozessors der Welt im industriellen Maßstab (Business Wire)
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Größte private Finanzierungsrunde eines dedizierten industriellen Quantenprozessorunternehmens, mit Beteiligung von Intel Capital und In-Q-Tel (IQT)
Finanzierung der VIO™-Technologie zur Bereitstellung der leistungsstärksten Prozessoren der Welt für Quantencomputing im Hyperscale-Maßstab – und KiloFab, die weltgrößte dedizierte Quantenfabrik mit offener Architektur.DELFT, Niederlande--(BUSINESS WIRE)--QuantWare, das führende Unternehmen für industrielle Quantenprozessoren, gab heute eine Serie-B-Finanzierungsrunde in Höhe von 178 Millionen USD (152 Millionen EUR) bekannt. Dies folgt auf die Ankündigung von VIO-40K™, einer Quantenprozessor-Architektur für 10.000 Qubits, die 100-mal größer ist als der heutige Stand der Technik. Das Unternehmen entwickelt KiloFab, die weltgrößte dedizierte Quantenfabrik mit offener Architektur, wodurch sich die Produktionskapazität des Unternehmens verzwanzigfacht, um die starke globale Kundennachfrage decken zu können.
QuantWare ist das einzige Unter...
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