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Patent applications from China reached a record high in 2024, with Huawei leading the charge, ranking second overall at the European Patent Office. Chinese firms filed 20,081 applications, accounting for 10.1% of the total, with significant growth in battery technology and electrical machinery. Notable companies include CATL, ZTE, Xiaomi, Vivo Mobile, and Tencent, reflecting China's strong innovation capabilities in key technological fields.
Chinese Premier Li Qiang urged for dialogue over confrontation during a meeting with U.S. Senator Steve Daines, emphasizing the need for cooperation amid rising tensions over trade tariffs and fentanyl trafficking. Daines, a supporter of President Trump, is the first U.S. lawmaker to visit Beijing since Trump took office, and he coordinated closely with the White House on these issues. Li highlighted the importance of fair competition and the necessity for both nations to work together to ensure stable relations.
Greek fintech firm Qualco is considering an initial public offering (IPO) to facilitate its expansion in Europe and the Middle East. This move reflects the company's ambition to enhance its growth trajectory in these regions.
Huawei is accelerating its shift away from US technology, focusing on its in-house Kirin X90 chip, which has received national security certification in China. As the company prepares to launch HarmonyOS-powered PCs, it has seen a 15% increase in PC shipments, capturing 11% of the Chinese market despite recent sanctions.
Semiconductor stocks, essential for various technologies including AI and telecommunications, present both growth opportunities and significant risks due to market volatility, geopolitical tensions, and high R&D costs. Key players like NVIDIA, TSMC, Broadcom, and ASML dominate the sector, each facing unique challenges and advantages. Investors are advised to consider these factors when investing in this rapidly evolving industry.
Huawei is set to transition away from Windows as its license with Microsoft expires in March 2025, amid ongoing U.S. sanctions. The company is preparing to launch PCs powered by its Kunpeng CPU and running HarmonyOS, while also releasing a Linux edition of its MateBook D 16. This shift poses significant challenges for Huawei, particularly in global markets where Windows dominates.
Qualcomm has faced challenges, underperforming the semiconductor industry due to competition from low-cost chip manufacturers and strained trade relations with China. However, the company is transitioning to a connected processor firm for the intelligent edge, bolstered by its acquisition of Veoneer, enhancing its position in driver-assistance technology. The rollout of 5G technology and investments in a licensing program are expected to support its growth in the mobile sector.
Broadcom, JPMorgan Chase, and Qualcomm are highlighted in the latest Zacks Analyst Blog. Broadcom's shares have surged 58.8% over the past year, driven by strong demand for AI-related products, although gross margins may contract due to unfavorable revenue mix. JPMorgan's stock has risen 23.5%, supported by strategic expansions and high interest rates, despite challenges in fee income growth. Qualcomm has faced a 4.4% decline, struggling against low-cost competitors and trade tensions, but is pivoting towards 5G and driver-assistance technology.
Huawei has introduced the Kirin X90 chip, marking a shift away from Intel processors and Windows software due to US restrictions. The chip, developed by HiSilicon, has received a Level 2 national security certification and is expected to utilize SMIC’s 7nm process and Taishan cores. As Huawei transitions its PCs and laptops to its own hardware and software, it may launch an "AI PC" running HarmonyOS as early as April, following the end of its Windows license.
Broadcom's shares have surged 58.8% over the past year, driven by strong demand for AI-related products, while JPMorgan Chase has seen a 23.5% increase, supported by strategic expansions and high interest rates. Conversely, Qualcomm has struggled, with a 4.4% decline, facing competition and challenges from major clients.
Qualcomm Inc
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Chinese patent applications reach record high led by Huawei in 2024
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