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

NVIDIA Options Spot-On: On December 16th, 3.68 Million Contracts Were Traded, With 28.55 Million Open Interest

On December 16th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 3.68 million options for the day, of which put options accounted for 34.39% of the total transactions,

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Nvidia Vs. Broadcom: What Wall Street Says About the Chip Stocks

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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

Nvidia And 5 Other Stocks Are Analyst's Top Semiconductor Picks For 2025, Sees 2 AI Trends

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