Is ADI Stock a Buy, Sell or Hold at a Premium P/E of 29.58X?
Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm
Truist Lowers Price Target on Analog Devices to $216 From $227, Keeps Hold Rating
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
Jim Cramer Reports That Analog Devices, Inc. (ADI) Is 'Up 11%'
Analog Devices Insider Sold Shares Worth $2,158,300, According to a Recent SEC Filing
When Should You Buy Analog Devices, Inc. (NASDAQ:ADI)?
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Here's How Much You Would Have Made Owning Analog Devices Stock In The Last 15 Years
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
Chips Mostly Lower as Investors Await Key Results From Broadcom
US Rep. Jared Moskowitz Discloses Buys of Several Mag 7 Stocks
Russia Finding Ways to Circumvent Trade Controls to Acquire US Chips, Bloomberg Reports
Deutsche Bank's outlook for the semiconductors in 2025: The pattern of "ice and fire" continues, bullish on nxp semiconductors, broadcom, and others.
Companies related to ai are experiencing strong growth, while the performance of other companies is uneven.
Analog Devices To Go Ex-Dividend On December 9th, 2024 With 0.92 USD Dividend Per Share
December 5th (Eastern Time) - $Analog Devices(ADI.US)$ is trading ex-dividend on December 9th, 2024.Shareholders of record on December 9th, 2024 will receive 0.92 USD dividend per share on December 20
Intel Declines for Third Straight Day as Citi Assesses Gelsinger Departure, Options
The auto chip market is crossing the cold winter.
On December 4th, World Advanced and $nxp semiconductors (NXPI.US)$ held the groundbreaking ceremony for the 12-inch (300mm) wafer fab of the VSMC joint venture, established in September 2024, in Tampines, Singapore. At the ceremony, nxp semiconductors Executive Vice President Andy Micallef revealed plans to establish a chip supply chain in china for customers. Micallef stated that china has the largest electric vehicle and telecommunications market in the world, and nxp semiconductors is trying to find a way to serve international clients that need production capacity from china. Public information shows that nxp semiconductors has a facility in tianjin.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...