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

Western Digital Drops as Company Presents at Barclays Conference

Seeking Alpha01:37

Dell, Nvidia, Others May Benefit From Modular Data Centers for AI: Mizuho

Seeking AlphaDec 12 23:11

Micron Technology, Inc. (NASDAQ:MU) Is Favoured by Institutional Owners Who Hold 78% of the Company

Yahoo FinanceDec 12 19:00

NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.

Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called

Semiconductor industry observationDec 12 10:16

The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars

The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, with Meta, Amazon, and Netflix all reaching new highs. Nvidia rose more than 3%, and Broadcom rose nearly 7%. At one point, ultra-microcomputers fell more than 8%. The decline narrowed, and Fanduo turned up more than 11%. The US CPI for November is betting on cutting interest rates next week. Interest rate cuts may be suspended in January next year. US dollar and US bond yields will rebound in V shape, and spot gold will be the highest in five weeks. The yen dived below 152, and the offshore renminbi once fell more than 300 points to 7.29 yuan. After the Bank of Canada cut interest rates sharply, Canadian dollar and Canadian bond yields turned up, and oil prices rose by about 2%.

wallstreetcnDec 12 07:27