GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
Breaking Down STMicroelectronics: 4 Analysts Share Their Views
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.
SIG Maintains STMicroelectronics(STM.US) With Buy Rating, Cuts Target Price to $35
Susquehanna Maintains Positive on STMicroelectronics, Lowers Price Target to $35
STMicroelectronics Analyst Ratings
STMicroelectronics Adds Network-ready Convenience and Dual-wireless Resilience to IoT Module for Metering and Asset Tracking
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.
STMicroelectronics NV: Positioned for Long-term Growth Amid Near-term Challenges
STMicroelectronics Reveals Flexible, Future-proof Smart-meter Communication Solution for the Energy Transition
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
ASML’s Plunge Shows the Diverging Fortunes of Chipmakers From AI
Chip Stock Selloff Persists After ASML Warns of Slower Recovery
Shares of Chip Stocks Are Trading Lower in Sympathy With ASML, Which Fell After Issuing Soft Guidance. Some Stocks in the Sector May Also Be Down on Reports Indicating the US Is Discussing Curbing Chip Exports to Some Countries.
STMicroelectronics Announces Status of Common Share Repurchase Program
How Is The Market Feeling About STMicroelectronics?
Express News | STMicroelectronics and Qualcomm have reached a strategic cooperation in wireless Internet of Things.
Tesla Robotaxi Event Unlikely to Be Positive Catalyst, Truist Says
Jim Cramer: VICI Properties Is 'Fine', Recommends Buying This Energy Stock
Bernstein Maintains STMicroelectronics(STM.US) With Buy Rating, Cuts Target Price to $35