Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
ASML's performance has plummeted, with orders only half of market expectations, leading to a downward revision of next year's sales target.
ASML Holding's net sales in the third quarter were 7.47 billion euros, with analysts expecting 7.17 billion euros. Third-quarter orders were 2.63 billion euros, with analysts expecting 5.39 billion euros.
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U.S. stock market morning session | Nasdaq, S&P turned from decline to rise intraday; semiconductor sector strong increase, nvidia, AMD rose nearly 4%
As of the press time, the Dow Jones fell by 0.24%, the Nasdaq rose by 0.20%, and the s&p 500 rose by 0.02%.
Shares of Companies in the Broader Semiconductor and Chip Sector Are Trading Lower Amid Overall Market Weakness After Iran Launched a Missile Attack on Israel.
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US stocks close | US PCE inflation cools down, S&P Nasdaq falls but Dow hits new high; China concept index surges 24% for the whole week, jd.com hits fourteen-month high.
US PCE inflation cooling solidifies the confidence of the Fed in rate cuts, but US stocks fell in the afternoon, with nvidia dropping nearly 4% at one point. China's stimulus policies drove the Chinese concept index up by 4%, nio inc rose by nearly 13%, pan-European stock indexes and German stocks hit new highs for two consecutive days, luxury goods stocks rose again. The Dow, S&P, and Nasdaq have all risen for three consecutive weeks, with two China-focused ETFs achieving the best weekly gains in history.
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".
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