Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
AceUp Secures $22.5 Million in Series A to Bring Hyper-Personalized, AI-Powered Coaching for Team Transformation
Semiconductor Shares Are Trading Higher Amid Possible Sympathy With NVIDIA. At the ABC 2024 Presidential Debate, Vice President Harris Said She Wants to Invest in American-based Technology to Win the Race on AI and Quantum Computing.
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Citi Screens for Mid-cap Tech Stocks for Barbell Investment Approach With Magnificent 7
Shares of Semiconductor, Hardware and AI-linked Companies Are Trading Lower as the Sector Continues to Pull Back. Chip Stocks May Also Be Down in Sympathy With Broadcom, Which Fell After Reporting Earnings.
Calculating The Fair Value Of Teradyne, Inc. (NASDAQ:TER)
Is Intel facing an existential crisis, the fate of the semiconductor giant?
On one hand, the uproar of Wolfspeed falling from grace has not stopped. On the other hand, Intel's series of crises continue to spread, with declining performance, massive layoffs, product deficiencies, asset sales, and outsourcing spin-offs... Since the beginning of this year, Intel's stock price has fallen by nearly 60%, making it one of the worst-performing chip stocks.
BlackRock: It will take time for capital expenditures to fully translate into revenue. Patience is still needed for artificial intelligence.
Blackrock believes it may take some time to see the capital expenditure of ai fully converted into income.
Express News | In July, global semiconductor sales reached $51.3 billion, an 18.7% year-on-year increase.
Express News | SEMI: The global semiconductor equipment market is expected to grow by 3% year-on-year to $109.5 billion.
European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.
①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.
Artificial Intelligence (AI) Market Size to Achieve USD 3,680.47 Bn by 2034
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.
Global semiconductor demand rebounds! South Korea's chip exports in August surged 39% year-on-year.
①Data released by South Korea Customs on Sunday showed that South Korea's export growth rate in August has recovered to double digits, with chip exports increasing nearly 39% year-on-year. ②As a "canary" in the global economy, the growth of South Korea's export data not only signals a recovery in the global economic outlook but also reflects the strong demand for technology products worldwide.
"AI unicorn" CEO: The future of AI will be similar to the photovoltaic industry.
Taking the photovoltaic industry as an example, Amodei believes that even if a technology becomes very important and widely used in the market, it may still be difficult to bring high profits to a single company, and high commercialization can limit the company's profit potential. Similar to the photovoltaic industry, the market size of AI technology may also be very large, but the difficulty of making profits from it may also be very high, and the issue of profit distribution among different participants is also very complex.
Express News | The total market value of global semiconductor-related stocks has shrunk by 1 trillion USD.