No Data
Track Hyper | intel Teams Up with AMD for the First Time: Targeting ARM
x86 lies by the side, how can ARM sleep soundly?!
The logic of AI chips is too strong! The performance of Asml Holding and Taiwan Semiconductor is very bullish for Nvidia (NVDA.US).
On Thursday, the AI chip leader NVIDIA's stock price hit a record high driven by the strong financial report of Taiwan Semiconductor.
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.
US stocks early market | The three major indexes rose together, with the Dow breaking through a historical high in midday trading; Chip stocks rose together, with Taiwan Semiconductor soaring more than 10% after its performance, and Nvidia rising nearly 4
As of the time of publication, the three major indices had divergent trends, with the Dow Jones up 0.22%, the S&P 500 up 0.24%, and the Nasdaq up 0.37%.
Is Advanced Micro Devices (AMD) Bull Case Still Intact After 'Uneventful' AI Event?
The Zacks Analyst Blog Highlights NVIDIA, Palantir Technologies, Microsoft, Meta Platforms and Advanced Micro Devices