AWX AEM SGD
- 1.310
- +0.090+7.38%
AEM SGD News
Hong Kong semiconductor stocks outperformed with strong performance, stock prices remained resilient against the market trend. Global semiconductor sales hit a record high.
①Hong Kong-listed semiconductor stocks remain resilient in a bearish market, what bullish factors are boosting the market? ②Global semiconductor sales hit a record high, what are the key points?
Express News | Straits Times Index of Singapore has risen by 5% since the beginning of this week, approaching the historical high set in 2007.
Will the chip industry face more challenges with Trump's election?
Since the elected president Donald Trump took office, the USA has been using trade restrictions and sanctions to contain china's technological progress. Now that Trump has returned to the White House, the semiconductor war between USA and china may escalate further.
Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all eager to see the reshoring of the manufacturing industry in the usa; ②However, under the same goal, the two parties seem to be taking vastly different paths; ③Behind this significant difference, many industry professionals in the usa are worried that the wave of factory construction sparked by subsidies during the Biden administration may come to a halt abruptly after Trump takes office...
AEM Holdings Ltd.'s (SGX:AWX) Top Owners Are Individual Investors With 46% Stake, While 34% Is Held by Institutions
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
Huang Renxun "apologized": nvidia Blackwell chips had design flaws but have been fixed, can the semiconductor market driven by AI continue?
On October 23rd, nvidia CEO Jensen Huang launched a new supercomputer named Gefion in Denmark, which has 1528 GPUs and is planned to be used for drug research and development, disease diagnosis, treatment, and complex life science challenges. Huang believes, "The era of computer-aided drug research is bound to come within ten years, which will be the decade of digital biology."
Semiconductor companies have very different fates! Are chip stocks doubling all thanks to AI?
Last week, the chip stock earnings season officially kicked off. However, taiwan semiconductor and asml holding, which released their earnings reports just one day apart, had completely different fates.
GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
ASML’s Plunge Shows the Diverging Fortunes of Chipmakers From AI
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
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".
Bain: The surge in demand for AI could sound the "alarm" for chip shortages again.
A report from Bain shows that the demand for semiconductors centered around AI and devices supporting AI such as smart phones and laptops is surging, which may lead to the next round of global chip shortages.
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
Research company warns: Another wave of global 'chip shortage' is about to strike.
A report released by Bain & Company on Wednesday, September 25th, shows that the demand for smart phones and laptops supporting AI is surging, which could lead to the next global chip shortage.
6 Singapore Semiconductor-Related Stocks Poised to Surge When the Industry Rebounds
Revive the stock market, Singapore will make a big move! The FTSE Straits Times Index in Singapore hit a new 6-year high.
On September 16th, local time, Singapore's Second Minister for Finance, Lawrence Wong, announced that Singapore is prepared to embark on a "bold reform" of its regulatory structure to rejuvenate the sluggish stock market.
Analysis
Price Target
No Data
No Data