Nvidia And 5 Other Stocks Are Analyst's Top Semiconductor Picks For 2025, Sees 2 AI Trends
Truist Financial Maintains ON Semiconductor(ON.US) With Buy Rating, Announces Target Price $85
"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
Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025
Truist Lowers Price Target on ON Semiconductor to $85 From $89, Keeps Buy Rating
The Nasdaq 100 is about to adjust, and these 11 companies may see a 50% increase in upside potential.
As the annual adjustment of the NASDAQ 100 Index approaches, a group of potential stocks is preparing to make their debut. This adjustment not only brings prestige to these companies but may also trigger a large-scale inflow of capital, further driving up stock prices.
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.
How ON Semiconductor's (ON) SiC JFET Acquisition Will Transform the Power Solutions Market?
Unusual Options Activity: YMM, SHAK and Others Attract Market Bets, YMM V/OI Ratio Reaches 100.0
EST Dec 13th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Unusual Options Activity: DASH, MSTR and Others Attract Market Bets, DASH V/OI Ratio Reaches 107.1
EST Dec 13th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Here's How Much $100 Invested In ON Semiconductor 10 Years Ago Would Be Worth Today
Should You Investigate ON Semiconductor Corporation (NASDAQ:ON) At US$67.97?
Roth MKM Maintains ON Semiconductor(ON.US) With Buy Rating, Maintains Target Price $100
Roth MKM Maintains Buy on ON Semiconductor, Maintains $100 Price Target
ON Semiconductor Analyst Ratings
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Jim Cramer Says ON Semiconductor (ON) Is In a 'Very Difficult' Situation
Truist Financial Maintains ON Semiconductor(ON.US) With Buy Rating
ON Semiconductor Expands With Silicon Carbide Acquisition