Express News | China-Europe corporate cooperation intensifies to strengthen the Chinese chip supply chain.
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
NXP Semiconductors N.V. (NXPI): A Bull Case Theory
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Key Deals for the Week: Accenture, Berkshire Hills Bancorp, NXP Semiconductors and More
NXP Semiconductors N.V. (NXPI) Traded Down on Uncertain Auto Demand
Cantor Fitzgerald Adjusts NXP Semiconductors Price Target to $250 From $270, Maintains Overweight Rating
Can NXPI's Aviva Links Acquisition Give a Fresh Boost to the Stock?
Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Express News | Philips, ASML, Nxp, Others to Invest Millions in Eindhoven Region Development Fund -Statement
Oppenheimer Maintains NXP Semiconductors(NXPI.US) With Buy Rating, Maintains Target Price $300
NXP Semiconductors (NXPI) Receives a Rating Update From a Top Analyst
NXP Semiconductors (NXPI) Increases Despite Market Slip: Here's What You Need to Know
Should You Worry About NXP Semiconductors N.V. (NXPI) According to Roth MKM?
NXP Semiconductors N.V.'s (NASDAQ:NXPI) Intrinsic Value Is Potentially 96% Above Its Share Price
NXP Semiconductors Bets Big On Auto Connectivity With $242.5 Million Aviva Links Deal
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
Express News | NXP Semiconductors acquired Aviva Links for 0.2425 billion dollars.