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.

Semiconductor industry observationNov 7 11:03

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...

cls.cnNov 4 17:09

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.

wallstreetcnOct 25 15:46

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."

Securities TimesOct 23 21:44

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.

Futu NewsOct 22 18:25

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!

Semiconductors industry observationOct 22 11:34