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iShares Semiconductor ETF Newsroom
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.
Industry giants are fully expanding their SoIC production capacity, and the advanced packaging industry chain continues to benefit from technological progress.
According to industry sources, due to strong demand from the four major customers, taiwan semiconductor is also fully expanding its SoIC production capacity. By the end of this year, the monthly production capacity will increase from about 2,000 wafers at the end of 2023 to 4,000-5,000 wafers, and there is a chance to exceed 8,000 wafers in 2025. Yongxing Securities believes that the importance of advanced packaging in the era of computing power is gradually emerging, and the related industrial chain is expected to continue to benefit.
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Seven giants of the US stock market are expected to return to the peak? Looking back at the last interest rate cut cycle, this company surged by nearly 500%.
Wedbush, a Wall Street investment bank, has stated that the Fed's rate cut is the missing piece of the puzzle, indicating that the green light for high-tech growth-oriented trading has been re-illuminated and will continue through the end of the year and 2025.
Weather forecasting welcomes the AI revolution! UAE giant partners with nvidia to create a climate technology laboratory
①G42 Group announced on its official website that it is collaborating with nvidia to create a climate technology laboratory, developing an AI solution that can significantly improve the accuracy of global weather forecasts; ②G42 stated that the climate technology laboratory newly built in Abu Dhabi will be a research and development center, driving the commitment of the two companies to environmental sustainability.
SpotGamma Founder Discusses How The Fed's Next Move And Expiring Derivatives Could Spark Market Turbulence
S&P welcomes its 39th new high of the year! The surprise rate cut, though late, has arrived. What will drive the new surge in the US stock market?
In the early morning of September 19th, the Federal Reserve violently initiated a 50 basis point interest rate cut, while the unexpectedly low number of initial jobless claims announced on Thursday further strengthened confidence in a soft landing of the US economy.
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US Stock Market Outlook | US Stock Market's 'Triple Witching Day' is coming! $5.1 trillion options are expiring; change of leadership, Nike's pre-market surge of nearly 8%
US stocks hit a new high! The highest target on Wall Street: the S&P 500 could soar to 6100 points by the end of the year; FedEx shares fell nearly 13% before the market opened, narrowing the range of full-year profit estimates.
Deutsche Bank: Short-term bearish on memory, not AI chips, underweight Hynix but still overweight Taiwan Semiconductor.
According to Morgan Stanley, AI is undoubtedly the main driving force behind the continued growth of the logic chip market. Taiwan Semiconductor benefited from a strong performance in the inventory cycle, and is expected to maintain an average revenue growth of 26% over the next four quarters. On the other hand, the memory industry is entering a downward cycle, and companies like Hynix are under pressure.
"The Seven Giants" Set Off a Market Storm: How Can Active Fund Managers Break Through in the Competition?
In the narrow market led by the 'Great Seven Giants', active investors are facing unprecedented challenges. As a few stocks dominate market returns, diversified investment portfolios have become a burden instead.