Craig-Hallum Maintains STMicroelectronics(STM.US) With Buy Rating
STMicroelectronics to Post Q3 Earnings: What's in Store for the Stock?
Technology financial report is coming! Here are ten things you need to know in advance.
Companies that account for 45% of the S&P index market cap will release their financial reports this week, including five of the Mag 7. Goldman Sachs believes that investors have not yet seen satisfactory financial reports about the Mag 7, and every technology giant has its own difficulties. Bullish the most on Meta, the least bullish on Intel, expecting AI infrastructure development to be the best theme in the market next year.
Toshiba aims at the power chip market: By 2030, its global market share will reach double digits.
Toshiba hopes to achieve a double-digit market share in the global power chip market by 2030.
Is STMicroelectronics N.V. (STM) the Best Oversold Tech Stock to Buy Right Now?
Onsemi Just Reported Q3 Results. Here's Why the Stock Is Rising
STMicroelectronics Hosts Premier Industrial Summit in Shenzhen
Earnings Preview: STM to Report Financial Results Pre-market on October 31
$STMicroelectronics(STM.US)$ is scheduled to release its financial results pre-market on October 31 ET. Earnings PreviewAnalysts estimate $STMicroelectronics(STM.US)$ to post revenue of USD3.25B for 2
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
STMicroelectronics NV (0INB) Receives a Buy From Kepler Capital
On November 6, Identiv, In Collaboration With NFC Forum, STMicroelectronics, And Boardpusher, Will Host An Exclusive Webinar Focused On The Critical Role Of NFC Technology In Advancing Sustainability Efforts And Implementing The Digital Product Passport
The demand for electric cars is slowing down, Wolfspeed (WOLF.US) abandons its plan to build a chip factory in Germany.
Due to the slowdown in demand for electric autos, Wolfspeed (WOLF.US) has abandoned its plan to establish a semiconductor factory in Endorf, Germany.
Huang Renxun "apologized": nvidia Blackwell chips had design flaws but have been fixed, can the semiconductor market driven by AI continue?
On October 23rd, nvidia CEO Jensen Huang launched a new supercomputer named Gefion in Denmark, which has 1528 GPUs and is planned to be used for drug research and development, disease diagnosis, treatment, and complex life science challenges. Huang believes, "The era of computer-aided drug research is bound to come within ten years, which will be the decade of digital biology."
Semiconductor companies have very different fates! Are chip stocks doubling all thanks to AI?
Last week, the chip stock earnings season officially kicked off. However, taiwan semiconductor and asml holding, which released their earnings reports just one day apart, had completely different fates.
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