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.

wallstreetcn44minutes ago

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

Breakings19:40

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 News2minutes ago

Express News | NVIDIA's stock price hit a new two-month low, down 2.3%, at $130.45 per share.

Breakings2minutes ago

Express News | Nvidia Shares Hit Two Month Low, Last Down 2.3%

Breakings4minutes ago

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

Seeking Alpha6minutes ago