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".
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
Express News | The surge in demand for AI may once again lead to a global shortage of semiconductors.
Will the AI industry scale expand exponentially? Bain expects to create a trillion-dollar market within 3 years.
①Bain & Company wrote in a recent report that by 2027, the market size of artificial intelligence will reach a staggering $990 billion; ②This growth is benefiting from higher utilization by businesses and governments, as AI is currently beyond the experimental stage and is becoming widespread in various business areas; ③Bain points out that the rapid growth in demand for AI products will bring pressure to the component supply chain.
Shares of Semiconductor and Chip Stocks Are Trading Higher Following Wednesday's Rate Cut, Which Has Lifted Growth Stocks and Rate-sensitive Sectors Such as Tech.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Entegris Analyst Ratings
Express News | Entegris Inc : Citigroup Raises Target Price to $130 From $119
Citigroup Upgrades Entegris to Buy From Neutral
Citi Upgrades Entegris(ENTG.US) to Buy Rating, Cuts Target Price to $130
Citi analyst Atif Malik upgrades $Entegris(ENTG.US)$ to a buy rating, and adjusts the target price from $134 to $130.According to TipRanks data, the analyst has a success rate of 72.5% and a total
Vanguard Group Inc's Strategic Acquisition of Entegris Inc Shares
(ENTG) - Analyzing Entegris's Short Interest
Is Entegris (NASDAQ:ENTG) A Risky Investment?
Entegris Enhances Board With Semiconductor Expert Mary Puma
Semiconductor Manufacturing Stocks Q2 Recap: Benchmarking Entegris (NASDAQ:ENTG)
Express News | Entegris Appoints Mary Puma to Board of Directors
Global semiconductor demand rebounds! South Korea's chip exports in August surged 39% year-on-year.
①Data released by South Korea Customs on Sunday showed that South Korea's export growth rate in August has recovered to double digits, with chip exports increasing nearly 39% year-on-year. ②As a "canary" in the global economy, the growth of South Korea's export data not only signals a recovery in the global economic outlook but also reflects the strong demand for technology products worldwide.
"AI unicorn" CEO: The future of AI will be similar to the photovoltaic industry.
Taking the photovoltaic industry as an example, Amodei believes that even if a technology becomes very important and widely used in the market, it may still be difficult to bring high profits to a single company, and high commercialization can limit the company's profit potential. Similar to the photovoltaic industry, the market size of AI technology may also be very large, but the difficulty of making profits from it may also be very high, and the issue of profit distribution among different participants is also very complex.
Entegris, Inc.'s (NASDAQ:ENTG) Intrinsic Value Is Potentially 21% Below Its Share Price