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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.