Morgan Stanley's in-depth analysis of the Industry Chain for ASICs: Who are the big winners?

Morgan Stanley believes that although NVIDIA's GPUs have a clear performance advantage, the initial cost of ASICs is lower, making them particularly suitable for budget-constrained Cloud Computing Service providers. Broadcom, Semiconductor Manufacturing International Corporation, and Socionext are viewed as Bullish. Cadence Design Systems, Taiwan Semiconductor, and their supply chain partners will benefit from the rapid growth in ASIC design and manufacturing.

wallstreetcn56minutes ago

Express News | NVIDIA's Thor chip has been delayed in mass production, and Xiaopeng is considering postponing its adoption.

Breakings19:40

Market Clubhouse Morning Memo - December 16th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META and TSLA)

Benzinga5minutes ago

The Nvidia Stock Stumble Continues. What's Holding Back the AI Chip Maker. -- Barrons.com

Barron's14minutes ago

Broadcom rises over 8% again, with a cumulative increase of over 35% in two days! Which company will become the next member of the "trillion Market Cap club"?

After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.

Futu News15minutes ago

Express News | NVIDIA's stock price hit a two-month low, falling by 2.3%, closing at 130.45 dollars per share.

Breakings15minutes ago