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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.
The Trillion-dollar-market-cap Broadcom Is Having Its Nvidia Moment
SoundHound Seen Carrying 'Solid' AI-Driven Momentum Into 2025, Wedbush Says
Apple Stock Has Gained Nearly 30% This Year. What J.P. Morgan Says Happens in 2025. -- Barrons.com
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.
Analyst Ming-Chi Kuo Says "Nvidia GB300/B300 DrMOS Testing Update: Severe Thermal Issues With AOS, MPS Order Trends May Be Better-Than-Feared" - Medium
U.S. stock market morning | The three major Indexes are collectively rising, Broadcom surged nearly 9%, Tesla and Google both hit historical highs; Cryptos Concept stocks are strongly rising, MARA climbed nearly 7%, Coinbase rose nearly 4%.
On the evening of the 16th in Beijing time, several central banks will hold meetings this week and a large amount of important economic data will be released. Investors will focus on the Federal Reserve's monetary policy meeting in December.
Market Clubhouse Morning Memo - December 16th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META and TSLA)
The Nvidia Stock Stumble Continues. What's Holding Back the AI Chip Maker. -- Barrons.com
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.
Express News | NVIDIA's stock price hit a two-month low, falling by 2.3%, closing at 130.45 dollars per share.
Express News | Nvidia Shares Hit Two Month Low, Last Down 2.3%
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
Broadcom Is Having a 'Nvidia Moment' as Stock Swells Further
Watch AMD, Palantir, Nvidia and More
Nvidia Partner Super Micro Faces Stock Decline Amid Nasdaq-100 Exclusion and Auditor Changes
Nvidia and Broadcom Top Analyst Picks Amid Semiconductor Recovery Hopes
Dow Declines For Seventh Session; Investors Sentiment Declines, Fear & Greed Index Remains In 'Neutral' Zone
Truist Upgrades NVIDIA Shares Target, Buy Rating on AI and CPU Prospects
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Monday Ahead of Federal Reserve Policy Meeting