Shares of Semiconductor and Chip Stocks Are Trading Higher Following Wednesday's Rate Cut, Which Has Lifted Growth Stocks and Rate-sensitive Sectors Such as Tech.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Express News | US stocks growth tech collectively surged, with Meta's stock price hitting a new historical high.
US stock market preview | All three major futures indexes rose, Nasdaq futures rose more than 2%; technology stocks and Chinese concept stocks rose collectively before the market, Alibaba rose more than 4%, Nvidia and Tesla rose more than 3%
Bitcoin surpassed $63,000 today, with pre-market gains in crypto-related stocks. MSTR and MARA rose over 5%; Tesla rose nearly 3% pre-market, with Robotaxi set to debut soon, and bullish views from Wall Street institutions.
Express News | Analyst Ming-Chi Kuo: The processor for iPhone 17 will adopt the 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
10 Information Technology Stocks Whale Activity In Today's Session
Collaboration with Taiwan Semiconductor on ai chips? ByteDance's response has arrived.
①In response to the cooperation with taiwan semiconductor on ai chip, ByteDance responded that the report is not true. ②However, ByteDance does have some exploration in the chip field, but it is still in the early stage, mainly around cost optimization of recommendation, advertising, and other business, and all projects fully comply with relevant trade control regulations.
TSMC, With Its Advanced Manufacturing Process, Has Become The "Noah's Ark" That Numerous Chinese AI Developers, Including Cambrian Robotics And Biren Technology, Are Vying To Board In Order To Secure A "Ticket" To The Ai Era. - DigiTimes
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Express News | Bytedance responds to the collaboration with Taiwan Semiconductor on AI chips: Reports are not true.
Taiwan Semiconductor's USA factory has started producing iPhone chips for Apple — A16.
Taiwan Semiconductor has begun production of Apple's iPhone chips at its foundry in Arizona. The A16 will be the first chip produced in the United States. Taiwan Semiconductor's foundry in Arizona has been under construction for several years, with planning for the project dating back to 2020. After four years of construction, the factory is now operational and has started producing chips for Apple.
Express News | It is reported that Apple has secured the first batch of 2nm production capacity from Taiwan Semiconductor for the iPhone 17 Pro series.
Value stock ETFs absorbed $6.9 billion on the eve of the Fed rate cut, while technology stocks were sold off!
With the market expecting the Federal Reserve to cut interest rates, investors are turning to undervalued stocks in hopes of a recovery.
Futu Morning News | Rate cut countdown! US stocks continue to break records; Bank of America: Long the seven giants of US stocks is still the most crowded trade.
"New美联储通讯社": The situation is complex, and there are still doubts about the magnitude of the Fed's first rate cut; if the Fed's first cut is done "properly", the record-breaking betting on a significant rate cut may face huge risks; Apple's iPhone 16 series pre-order sales in the first weekend fell short of expectations, analysts: the long-term outlook remains optimistic.
US stocks closed | S&P and Dow set new intraday highs, Chinese concept stocks performed well, li auto inc rose more than 12%.
In the late trading session, the US stock market saw a significant decline, but the S&P 500 index rose for the seventh consecutive day, and the Nasdaq and semiconductor index erased gains of more than 1%, with Intel rising 8% and closing up 2.7%, while Nvidia declined 1%. The Chinese concept index rose nearly 2%, and Li Auto Inc. rose more than 12%.