SA Charts: Here's How Global Semiconductors Sales Have Performed This Year

Seeking Alpha22:47

Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025

Seeking Alpha20:59

Marvell Technology (MRVL) Launches Aquila: The Future of Optical Connectivity for AI and Cloud

Yahoo Finance20:10

U.S. Stock Market Gold Mine | Entering the "Trillion Market Cap Club"! Broadcom surged over 24% after earnings; what is the limit? Tesla hits a new historical high again.

Credo Technology, a company providing secure and high-speed connectivity solutions for the Semiconductors Industry, rose over 11% last Friday, with an annual increase of over 290%, reaching a record high in stock price.

Futu News18:22

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.cn14:52

Broadcom has surged wildly, with overnight trading climbing over 5%! It is driving Global funds to flood into AI ASIC.

Broadcom, the absolute leader in the field of AI ASIC and Ethernet Switch chip, attracts Global funds to flow into the investment Sector related to AI ASIC, thanks to its strong performance and outlook.

Zhitong Finance11:18