AWX AEM SGD
- 1.290
- -0.030-2.27%
AEM SGD News
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.
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.
Express News | The FTSE Singapore Straits Index increased by 0.03%, and Top Glove rose by more than 7%.
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.
The Past Three Years for AEM Holdings (SGX:AWX) Investors Has Not Been Profitable
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...
4 Compelling Singapore Stocks That Could Ride the AI Wave to Greater Prosperity
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.
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
AEM Holdings Awards Shares Pursuant to Restricted, Performance Share Plans
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
AEM Holdings' Revenue Expected to Grow Further in 2024 -- Market Talk
AEM Holdings Target Price Raised to S$1.10 From S$1.04 by UOB Kay Hian >AWX.SG
Express News | Goldman Sachs: The Singapore stock market looks attractive, but the current performance is unremarkable.
Singapore Reports Decline in Manufactured Product and Domestic Supply Prices
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
DBS Upgrades AEM Holdings to Buy From Hold, Adjusts Price Target to SG$1.67 From SG$1.34
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.
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