Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
ASML's performance has plummeted, with orders only half of market expectations, leading to a downward revision of next year's sales target.
ASML Holding's net sales in the third quarter were 7.47 billion euros, with analysts expecting 7.17 billion euros. Third-quarter orders were 2.63 billion euros, with analysts expecting 5.39 billion euros.
Small cap stocks take over! Four potential stocks are expected to fill the market gap left by the 'big seven'.
As the recent performance of the "seven giants" dominating the market has been sluggish, small cap stocks are gradually becoming the new favorite in the market.
Small-Cap Stocks Can Fill the Mag 7 Market Void. 4 to Play
Power Integrations to Release Third-Quarter Financial Results on November 6
Wolfe's Tax Loss Selling Stocks Within Industrials, Tech, Materials
U.S. stock market morning session | Nasdaq, S&P turned from decline to rise intraday; semiconductor sector strong increase, nvidia, AMD rose nearly 4%
As of the press time, the Dow Jones fell by 0.24%, the Nasdaq rose by 0.20%, and the s&p 500 rose by 0.02%.
Power Integrations (NASDAQ:POWI) Shareholders Notch a 8.9% CAGR Over 5 Years, yet Earnings Have Been Shrinking
Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
Express News | The surge in demand for AI may once again lead to a global shortage of semiconductors.
Will the AI industry scale expand exponentially? Bain expects to create a trillion-dollar market within 3 years.
①Bain & Company wrote in a recent report that by 2027, the market size of artificial intelligence will reach a staggering $990 billion; ②This growth is benefiting from higher utilization by businesses and governments, as AI is currently beyond the experimental stage and is becoming widespread in various business areas; ③Bain points out that the rapid growth in demand for AI products will bring pressure to the component supply chain.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Are Power Integrations, Inc.'s (NASDAQ:POWI) Mixed Financials Driving The Negative Sentiment?
Capital Allocation Trends At Power Integrations (NASDAQ:POWI) Aren't Ideal
Benchmark Co. Maintains Power Integrations(POWI.US) With Buy Rating, Maintains Target Price $78
Benchmark Co. analyst David Williams maintains $Power Integrations(POWI.US)$ with a buy rating, and maintains the target price at $78.According to TipRanks data, the analyst has a success rate of 44.1
Benchmark Reiterates Buy on Power Integrations, Maintains $78 Price Target
Power Integrations Announces VP of Worldwide Sales Transition