Germany's Infineon Secures Spot in Dow Jones Sustainability Indices

MT NewswiresDec 23 22:14

European Chip Stocks Fall After Micron's Downbeat Outlook, Fed Decision -- Market Talk

WSJDec 19 16:53

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.

Barron ChineseDec 17 21:15

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.

cls.cnDec 16 14:52

RS DesignSpark Unveils Game-Changing PCB Software Upgrade Backed by Infineon

PR NewswireDec 13 00:12

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.

Zhitong FinanceDec 12 09:16