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".

cls.cnSep 27 15:14

taiwan semiconductor packaging, crazy expansion

To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.

Semiconductor industry observationSep 26 10:18

The chain reaction of the Fed's interest rate cut: small cap stocks are highly favored.

Many smaller AI sector stocks in the Asian market are relatively few, so their valuations are not expensive; coupled with the dovish turn of the Federal Reserve, which has pushed up the currencies of these Asian countries, some central banks have room to lower interest rates and implement loose policies to support economic growth.

wallstreetcnSep 14 20:28

Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?

In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?

Futu NewsSep 13 19:44

Is Intel facing an existential crisis, the fate of the semiconductor giant?

On one hand, the uproar of Wolfspeed falling from grace has not stopped. On the other hand, Intel's series of crises continue to spread, with declining performance, massive layoffs, product deficiencies, asset sales, and outsourcing spin-offs... Since the beginning of this year, Intel's stock price has fallen by nearly 60%, making it one of the worst-performing chip stocks.

半導體行業觀察Sep 6 14:42

European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.

①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.

cls.cnSep 3 09:32