Chips Mostly Lower as Investors Await Key Results From Broadcom
Deutsche Bank's outlook for the semiconductors in 2025: The pattern of "ice and fire" continues, bullish on nxp semiconductors, broadcom, and others.
Companies related to ai are experiencing strong growth, while the performance of other companies is uneven.
Stocks With Best Odds of Risk-adjusted Returns Deserve Attention: Goldman Sachs
NXP Semiconductors, Broadcom Among Deutsche Bank's Chip Stocks for 2025
Express News | All three major U.S. stock indexes closed lower, with the Dow Jones down 0.55%, Nasdaq down 0.18%, and the s&p 500 index down 0.19%. Chip stocks broadly fell, with intel and microchip technology dropping over 5%, and nxp semiconductors and Arm Holdings de
The auto chip market is crossing the cold winter.
On December 4th, World Advanced and $nxp semiconductors (NXPI.US)$ held the groundbreaking ceremony for the 12-inch (300mm) wafer fab of the VSMC joint venture, established in September 2024, in Tampines, Singapore. At the ceremony, nxp semiconductors Executive Vice President Andy Micallef revealed plans to establish a chip supply chain in china for customers. Micallef stated that china has the largest electric vehicle and telecommunications market in the world, and nxp semiconductors is trying to find a way to serve international clients that need production capacity from china. Public information shows that nxp semiconductors has a facility in tianjin.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
Sector Update: Tech Stocks Advance Premarket Wednesday
nxp semiconductors (NXPI.US) and taiwan semiconductor (TSM.US) have officially broken ground on a joint chip manufacturing plant in Singapore.
Nxp semiconductors and the joint venture with GlobalFoundries have broken ground on the Singapore factory, which may expand in scale.
Express News | The spokesperson for the China Council for the Promotion of International Trade answered reporters' questions regarding the U.S. side's release of export control measures on semiconductors to China.
The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
NXP Semiconductors, Vanguard International Joint Venture Breaks Ground at New Facility in Singapore
Express News | World Advanced and nxp semiconductors' joint venture wafer fab in Singapore groundbreaking. Expected to start production in 2027.
Express News | nxp semiconductors: will build a chip supply chain in China.
Express News | nxp semiconductors will increase its chip investment in Singapore.
Chips Mixed as Investors Digest Intel CEO Departure, Await Marvell Earnings
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Hedge Funds Going Long On Semi, Short NXP, Wells Fargo Says
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.