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

Semiconductor industry observationDec 12 10:16

Investors Will Want Amkor Technology's (NASDAQ:AMKR) Growth In ROCE To Persist

Yahoo FinanceDec 9 19:49

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.

Zhitong FinanceDec 9 12:01

Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."

Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.

wallstreetcnDec 5 20:39

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.

Barron ChineseDec 5 14:12

Express News | The spokesperson for the China Council for the Promotion of International Trade answered reporters' questions regarding the U.S. side's release of export control measures on semiconductors to China.

BreakingsDec 4 20:10