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.
Silicon Laboratories (NASDAQ:SLAB) Adds US$128m to Market Cap in the Past 7 Days, Though Investors From Three Years Ago Are Still Down 25%