Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
Public utility sector: The unexpected winner in the new era of artificial intelligence.
Driven by the surge in electrical demand and the wave of ai, the utilities industry is facing unprecedented opportunities.
Senior executives resign, planned restructuring! What happened to OpenAI?
While financing news is frequent, OpenAI's organizational restructuring and senior personnel changes are also ongoing.
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
Express News | The surge in demand for AI may once again lead to a global shortage of semiconductors.
Will the AI industry scale expand exponentially? Bain expects to create a trillion-dollar market within 3 years.
①Bain & Company wrote in a recent report that by 2027, the market size of artificial intelligence will reach a staggering $990 billion; ②This growth is benefiting from higher utilization by businesses and governments, as AI is currently beyond the experimental stage and is becoming widespread in various business areas; ③Bain points out that the rapid growth in demand for AI products will bring pressure to the component supply chain.
Amkor Technology (AMKR) Gains But Lags Market: What You Should Know
Amkor Initiated at Overweight as End Markets Recover: KeyBanc
Declining Stock and Decent Financials: Is The Market Wrong About Amkor Technology, Inc. (NASDAQ:AMKR)?
Amkor Technology Price Target Announced at $38.00/Share by Keybanc
Amkor Tech Analyst Ratings
KeyBanc Initiates Amkor Technology at Overweight
KeyBanc Initiates Amkor Technology(AMKR.US) With Buy Rating, Announces Target Price $38
KeyBanc analyst Steve Barger initiates coverage on $Amkor Technology(AMKR.US)$ with a buy rating, and sets the target price at $38.According to TipRanks data, the analyst has a success rate of 61.9%
Shares of Semiconductor Companies Are Trading Higher Amid Overall Market Strength Following Wednesday's Fed Rate Cut.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
Express News | Amkor Technology Inc - James Kim to Retire From Amkor Effective Oct 31
Express News | Amkor Technology Inc - Susan Y. Kim to Become Chairman of the Board
Express News | James J. Kim to Retire as Executive Chairman