Who is altair engineering? Siemens and EDA, the two giants, are competing to acquire it.
Yesterday, after rumors of PTC and Cadence's intention to acquire software company altair engineering, Siemens AG is negotiating potential trade to acquire software manufacturer altair engineering.
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."
Unusual Options Activity: PARA, LCID and Others Attract Market Bets, PARA V/OI Ratio Reaches 476.2
EST Oct 22nd Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Microchip Technology Incorporated (NASDAQ:MCHP) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
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.
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!
Roth MKM Is Growing Concerned About the Technology Sector
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
SIG Maintains Microchip Technology(MCHP.US) With Buy Rating, Cuts Target Price to $95
AI Chips Reign While Auto, Industrial Semis Face Headwinds: Susquehanna
Microchip Tech Is Maintained at Positive by Susquehanna
Microchip Technology Analyst Ratings
Texas Instruments (TXN.US) unveils chip industry financial report season, analysts: semiconductor industry prospects are mixed with joy and sorrow.
As the pioneer of the semiconductor industry, texas instruments will be the first to release its financial report as the financial report season is about to begin.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
Is Microchip Technology Inc. (MCHP) the Best QQQ Stock to Buy According to Analysts?
Mizuho Securities Maintains Microchip Technology(MCHP.US) With Buy Rating, Announces Target Price $95
Micron, Broadcom, and 3 More Chip Stocks to Buy on the Dip, According to J.P. Morgan -- Barrons.com
Is Microchip Technology Incorporated (MCHP) Trading at an Attractive Valuation?
Express News | Microchip Technology : Mizuho Cuts Target Price to $95 From $100
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.