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ASE Technology Newsroom
Omdia: The consumer Virtual Reality market continues to decline in 2024, with headset sales dropping by 10% year-on-year to 6.9 million units.
Omdia's latest research shows that the Consumer Virtual Reality market will continue to decline in 2024.
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
Former Google CEO Eric Schmidt Calls for 'Unplugging' AI Systems When They Reach Certain Capability
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Express News | The Central Economic Work Conference states that a moderately loose MMF policy should be implemented, with timely reductions in reserve requirements and interest rates, to maintain ample liquidity.
Express News | Central Economic Work Conference: There will be a more proactive fiscal policy, increasing the fiscal deficit ratio.
Express News | Central Economic Work Conference: Implement a more proactive macro policy, expand domestic demand, promote the integration of technological innovation and industrial innovation development, and stabilize the property and stock markets.
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
What's the Best ASX Stock for Me to Buy in Today's Market?
ASE Technology November Revenue Drops 6.7% Sequentially to $1.65B
Hua Chuang Securities interprets the December Politburo meeting: five unexpected points.
① The first expectation exceeded - the economic development goals for the entire year of 2024 will be achieved. ② The second expectation exceeded - stabilizing the stock market and real estate market. ③ The third expectation exceeded - the monetary policy is set to undergo a significant change over the next decade. ④ The fourth expectation exceeded - strengthening "extraordinary" counter-cyclical adjustments. ⑤ The fifth expectation exceeded - expanding domestic demand ranking is advanced, and the保障民生保障 is intensified.
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
Bullish surprise! A50 and Hong Kong stocks surged, china assets etf collectively skyrocketed, and the 3x long FTSE china etf jumped nearly 18% in pre-market trading.
Just now, the Hong Kong stock market surged sharply, with the hang seng tech index rising over 4% and the hang seng index increasing by 2%. The ftse china a50 index futures also surged, at one point rising over 4%.
The Political Bureau of the Central Committee of the Communist Party of China: Implement more proactive macro policies, expand domestic demand, promote the integration of technology innovation and industrial innovation, and stabilize the real estate and s
The Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study the economic work in 2025; listened to the work report of the Central Commission for Discipline Inspection and State Supervision Commission, and discussed the arrangements for the party's work style and anti-corruption work in 2025. General Secretary of the CPC Central Committee **** presided over the meeting.
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.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
Australia's regulatory institutions: The AI advantages of large technology companies may harm competition in the search market.
Australian competition regulatory institutions have stated the necessity to reconsider efforts to ensure that internet users have more choices, as Google dominates the search engine market and its competitors have not fully utilized the flourishing development of ai.
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.