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ASML Holding NV: Strategic Positioning and Growth Prospects in the Evolving Semiconductor Industry
Chip Stocks Dip After Alibaba Warns of Potential AI Bubble in US
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Trump: In the coming days, tariffs on Autos, timber, and chips will be announced, which may reduce tariff collection for multiple countries.
Trump stated that the USA government would announce tariffs on certain Industries in the "near future," and also mentioned imposing tariffs on Pharmaceuticals at some point in the future. Trump noted that South Korea's Hyundai Motors will invest 5.8 billion USD to build a new Steel plant in Louisiana, which indicates that the tariffs are very effective. Hyundai stated that it would invest an additional 21 billion USD in the USA over the next four years, with the 5.8 billion USD new plant being part of that investment.
Here's How Much You Would Have Made Owning ASML Holding Stock In The Last 15 Years
Britain Needs AI to Break Out of Slow Growth Trap, Bailey Says