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.

wallstreetcnDec 16 22:10

Wall Street's darling changes hands? The chip dual giants diverge: Broadcom rises over 11%, while NVIDIA falls into the adjustment zone.

Despite the lack of support from NVIDIA, on Monday, the Nasdaq Composite Index still reached a historic high. On the same day, other semiconductor stocks also performed well. Micron Technology rose over 5% ahead of its upcoming quarterly Earnings Reports, peaking at over 8% during the session. Marvell Technology increased by 3.3%.

wallstreetcn12minutes ago

Nvidia Stock Keeps Growing for Investors, but Is It Time to Lower Expectations for 2025?

Yahoo Finance12minutes ago

Top 20 by transaction amount | Apple, Google, and Amazon have all reached historical highs! Broadcom continues its upward trend, rising over 11%.

On Monday, Micron, ranked 13th in US stock trading volume, rose by 5.62%, with a trading value of 4.631 billion USD; SoundHound AI, ranked 16th among AI software stocks, increased by 16.44%, with a trading volume of 3.184 billion USD; Super Micro Computer, ranked 20th, fell by 8.26%, with a trading value of 2.768 billion USD.

Global Market Broadcast14minutes ago

From NVIDIA to Broadcom, a "paradigm shift" in the AI Industry.

As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.

wallstreetcnDec 16 23:46

Super Micro Drops Below 50-Day Average, Faces Nasdaq 100 Removal Just Months After Entry

Benzinga19minutes ago