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Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Benzinga Market Summary: ECB Cuts Rates, Chip Stocks Gain After Strong Guidance From TSM, Sept. Retail Sales Beat Estimates
Nasdaq futures rose more than 1% before the market opened, taiwan semiconductor stunning performance boosting the technology sector | Tonight's Highlights
1. Taiwan Semiconductor's pre-market surge of nearly 9%, poised to reach a new historical high; 2. Nvidia rose over 3%, Broadcom, AMD rose by about 2.9%; 3. Intel responds to security concerns: will maintain communication with relevant departments; 4. Northwestern University in the usa sues Moderna for infringement of its LNP patent technology.
US stock market outlook: Retail sales in September exceeded expectations, with the three major futures indices edging up slightly; strong performance! taiwan semiconductor surged more than 9% in pre-market trading, expected to open above $200 to achieve a
Jerome Powell questioned: Overemphasizing 'data dependency' will trigger market volatility; Legendary investor Drew Miller: Banks and cryptos rise together, market 'very confident' Trump will win; IEA, EIA, OPEC are all telling you one thing: next year's oil market outlook is quite bleak.
taiwan semiconductor conference call: Full-year revenue is expected to grow by 30%, the demand for AI is real, and capital expenditures are likely to increase next year.
Taiwan Semiconductor indicated that capital expenditures in 2025 are likely to be higher than this year, while capital expenditures in 2024 will be slightly higher than $30 billion, previously estimated to be $30 billion to $32 billion. Regarding the rumors of acquiring Intel, Taiwan Semiconductor responded that they have no intention to acquire Intel fabs.
Does AI cloud burn a lot of money? JP Morgan: By 2025, it will be equivalent to the expenditure of the Apollo space program! Fortunately, the application side is also very optimistic.
Daiwa Securities indicates that by 2025, capital expenditures in the AI cloud field are expected to exceed $250 billion. Despite the vast scale, generative AI has gradually shown effects in practical applications, helping companies optimize production processes, enhance customer service efficiency, and achieve cost savings in multiple areas.