Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday as Investors Prepare for Major Earnings Week
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
Witness history! Taiwan Semiconductor joins the trillion market cap club, while Nvidia hits a new all-time high. Are AI chips too hard to crack?
Asml Holding and Taiwan Semiconductor, the two core giants in the chip industry chain, jointly demonstrate: the logic support of stocks closely related to ai chips can be described as extremely solid, and the rising trend of stocks of AI chip leaders like Nvidia may be far from over.
jpmorgan significantly increased its shareholding in nxp semiconductors (NXPI.US)! Betting heavily on the revival of automotive chips with real gold and silver.
This latest global strategy move has increased jpmorgan's total holdings of nxp semiconductors to 20,140,077 shares.