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Truist Financial Maintains NXP Semiconductors(NXPI.US) With Buy Rating, Announces Target Price $264
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
NXP Semiconductors Falls 7% in 3 Months: How to Play the Stock?
Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm
Truist Raises Price Target on NXP Semiconductors to $264 From $252, Keeps Buy Rating
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.