Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
The Total Return for NXP Semiconductors (NASDAQ:NXPI) Investors Has Risen Faster Than Earnings Growth Over the Last Five Years
Express News | Biden signed an executive order to advance the construction of AI infrastructure.
Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!
Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.
NXP Semiconductors Dives Into Auto Connectivity With $242.5 Million Aviva Links Acquisition
Express News | NXP Semiconductors NV - Proceeds to Fund Semiconductor R&D in Five European Countries
Express News | NXP Semiconductors NV - Enters EUR360 Million Unsecured Senior Loan Facility Agreement With Eib
TD Cowen Adjusts Price Target on NXP Semiconductors to $245 From $285
Express News | The USA issued export control measures on AI, and China's Ministry of Commerce stated: firmly opposed and will take necessary measures to safeguard its legitimate rights and interests.
Express News | The USA has introduced new regulations for AI Chip control, with both NVIDIA and Oracle clearly opposing it.
Express News | US tightens its grip on AI chip flows across the globe
Express News | The USA has announced new regulatory measures for AI chips.
Major firm rating丨Goldman Sachs: Earnings forecasts for the Semiconductors Industry will turn positive in the second half of the year, with ratings of "Buy" for NVIDIA, Micron, and others.
On January 13, Gelonghui reported that Goldman Sachs pointed out that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those supporting AI Infrastructure, such as Credo Technology which rose 2.45 times, NVIDIA which rose 1.71 times, Broadcom which rose 1.08 times, Marvell Technology which rose 83%, and Arm which rose 64%) significantly outperformed stocks in areas like Microcontrollers (MCUs) and Power, such as Microchip Technology which fell 36% last year, and Qorvo which fell 38%.
Goldman Sachs has upgraded NXP Semiconductors (NXPI.US) to "Buy" and downgraded AMD (AMD.US) to "Neutral."
Goldman Sachs published a report indicating that the Semiconductors and Semiconductor Equipment Industry provided numerous opportunities to generate excess returns last year. Companies that performed exceptionally well (especially those aiding AI Infrastructure, such as Credo Technology (CRDO.US) which grew 2.45 times, NVIDIA (NVDA.US) rising 1.71 times, Broadcom (AVGO.US) increasing 1.08 times, Marvell Technology (MRVL.US) rising by 83%, and Arm (ARM.US) up by 64%), had ROI that significantly exceeded Microcontrollers.
Shares of Semiconductor Stocks Are Trading Lower Amid a Push by US President Biden to Curb AI Chip Exports to China.
Goldman Sachs Sees NXP Semiconductors 'as a Share Gainer in Auto Semiconductors'
NXP Semiconductors Receives Upgrade, While AMD Downgraded by Goldman Sachs
AMD Stock Downgraded as Goldman Names AI Chip Picks for 2025
U.S. Stock Outlook | Non-farm payroll data exceeded expectations, leading to a short-term plunge in the three major futures indices; high-performing stocks surged, with pharmacy stock WBA rising over 13% in pre-market, and Delta Air Lines climbing over 9%
NVIDIA slightly fell before the market opened, and AMD dropped over 2% before the market opened, as the USA plans to tighten the export of AI Chips from NVIDIA and AMD; several Federal Reserve voting members have spoken out, hinting at a pause in interest rate cuts; sources say that the USA Treasury is expected to release a statement detailing new sanctions on Russian oil later on Friday.