Express News | Guo Mingchi: iPhone 17 processor will adopt Taiwan Semiconductor N3P process.
SK Hynix's stock rating has been downgraded continuously! Morgan Stanley warns of deteriorating memory chip market.
①Morgan Stanley has downgraded the stock rating of South Korean storage chip manufacturer SK Hynix from "shareholding" to "shareholding", and also lowered the target stock price; ②Affected by this news, the company's stock price plunged on Thursday (September 19) in the Seoul stock market, leading the decline among semiconductor peers; ③Morgan Stanley believes that the condition of storage chips is beginning to deteriorate, and SK Hynix's pricing power is weakening.
Jibang Consultancy: With the AI layout combined with supply chain inventory improvement, the output value of wafer foundry will increase by 20% annually by 2025.
According to the latest survey by TrendForce Cymbient Consulting, in 2024, due to the weak consumer terminal market and conservative stocking by component manufacturers, the average capacity utilization rate of semiconductor foundries is less than 80%, with only HPC (high-performance computing) products and flagship smartphones adopting advanced processes such as 5/4/3nm maintaining full capacity.
AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
Nvidia Considers $165M OctoAI Acquisition, Aims to Strengthen AI and Cloud Dominance