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.

wallstreetcn36minutes ago

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

Breakings19:40

Broadcom Is Having a 'Nvidia Moment' as Stock Swells Further

MarketWatch7minutes ago

Watch AMD, Palantir, Nvidia and More

Baystreet.ca8minutes ago

Nvidia Partner Super Micro Faces Stock Decline Amid Nasdaq-100 Exclusion and Auditor Changes

Yahoo Finance20minutes ago

Nvidia and Broadcom Top Analyst Picks Amid Semiconductor Recovery Hopes

Yahoo Finance26minutes ago