2nm, is the winner already determined?

Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.

Observations on the Semiconductors Industry15:31

Sell NVIDIA (NVDA.US), buy Broadcom (AVGO.US)! What is the market saying on Friday?

Analysts point out that Wall Street is paying attention to the demand for ASICs (Application-Specific Integrated Circuits) from large Technology companies, which may be one of the reasons for the decline in NVIDIA Stocks. In the coming years, customized chips will gradually take market share from expensive GPUs in the applications of generative AI.

Zhitong Finance07:36

Trending Stocks Amid a Mixed Week for U.S. Stock Market

Seeking Alpha01:08

Bulls Vs. Bears: How Long Can Broadcom Ride the AI Gravy Train?

Seeking AlphaDec 14 23:44

Notable Analyst Calls This Week: AMD, Adobe and Utilities Stocks Among Top Picks

Seeking AlphaDec 14 22:37

Bernstein Maintains Broadcom(AVGO.US) With Buy Rating, Raises Target Price to $250

Futu NewsDec 14 22:31 · Ratings