What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
Who is altair engineering? Siemens and EDA, the two giants, are competing to acquire it.
Yesterday, after rumors of PTC and Cadence's intention to acquire software company altair engineering, Siemens AG is negotiating potential trade to acquire software manufacturer altair engineering.
TIER IV Launches GMSL2-10GbE Conversion Module Joining Efforts With Analog Devices
Analog Devices, Inc. to Report Fourth Quarter Fiscal Year 2024 Financial Results on Tuesday, November 26, 2024
Texas Instruments Earnings Spotlight a New Group of Chip Stocks
Huang Renxun "apologized": nvidia Blackwell chips had design flaws but have been fixed, can the semiconductor market driven by AI continue?
On October 23rd, nvidia CEO Jensen Huang launched a new supercomputer named Gefion in Denmark, which has 1528 GPUs and is planned to be used for drug research and development, disease diagnosis, treatment, and complex life science challenges. Huang believes, "The era of computer-aided drug research is bound to come within ten years, which will be the decade of digital biology."