US stock market closed | The three major indices rose and fell differently, with most large technology stocks rising, nvidia rising more than 4% to hit a new historical high.
Banks index dropped nearly 2%, small cap stocks fell 1.6%, the decline of Chinese concept stocks narrowed, nvidia rose over 4% to catch up with apple, pdd holdings and Bilibili turned positive, xpeng rose over 3%.
taiwan semiconductor 2nm, no competitor
taiwan semiconductor currently has known 2-nanometer fab plans totaling 7 fabs, which will be the most fabs in the company's history, surpassing competitors Samsung and intel, symbolizing taiwan semiconductor's dominance in advanced processes, playing out like a martial arts master.
Express News | Qualcomm Snapdragon 8 Pro officially released: Second-generation self-developed CPU performance is amazing! The strongest AI is more like a real person.
Taiwan Semiconductor Options Spot-On: On October 21st, 131.98K Contracts Were Traded, With 1.75 Million Open Interest
On October 21st ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 131.98K options for the day, of which put options accounted for 38.23% of the total
taiwan semiconductor's strong performance once again ignites the AI craze! Will the AI sector usher in a new round of uptrend?
Wedbush analyst believes that with the establishment of the next generation ai infrastructure, by 2027, the size of the entire ai infrastructure market dominated by nvidia's AI GPU may increase significantly by 10 times. It is estimated that capital expenditures in the field of ai will reach 1 trillion US dollars in the next three years.
10 Information Technology Stocks With Whale Alerts In Today's Session
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.
US stock early trading | The three major indexes show divergent trends, with nvidia's stock price up more than 2%, reaching a historical high; nuclear power stocks, donald trump concept stocks, etc., continue to rise, Oklo soaring over 13%, DJT up nearly
The market continues to focus on the US stock market's financial reports, in order to further determine the economic situation of the USA. The president of the Dallas Federal Reserve expressed support for a 'gradual' interest rate cut, stating that loose policies would help prevent excessive cooling of the job market.
Express News | LG is developing AI chips for home appliances.
Express News | Huaxing Securities: taiwan semiconductor's positive development momentum is expected to continue until the first half of 2025.
TSMC's Positive Momentum Could Sustain Into 1H 2025 -- Market Talk
Ningbo Boway Alloy Material (601137.SH): The company will not directly cooperate with Taiwan Semiconductor.
Jiuzhouhui, October 21st. Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the company will not directly cooperate with Taiwan Semiconductor. However, the company's lead frame special materials will be used for chip packaging before the third generation; The socket base special material is mainly used to connect advanced packaging chips and substrates. With the development of AI, the market focuses on AI computing chips. Advanced packaging is an important way to package AI computing chips. The socket base connection method can be applied to chips produced in more advanced packaging methods.
Muddy Waters founder: "Buy" seven US giants blindly.
Carson Block, the founder of the well-known short-selling institution Muddy Waters, stated that with a rather robust job market background, the USA stock market will continue to benefit from inflows of funds, and he recommends investors to buy the 'seven technology giants'.
Research reports | GTJA: Raises taiwan semiconductor's target price to $238, raises 2024-2026 revenue and profit forecasts.
Gelonghui October 21st | gtja released a report, raising taiwan semiconductor's revenue forecast for 2024 to 2026 to 2885.8 billion, 3751.7 billion, and 4375.8 billion New Taiwan dollars (previously 2819.8 billion, 3497 billion, and 4057 billion New Taiwan dollars), raising GAAP net income forecast to 1184.4 billion, 1675.7 billion, and 1991.6 billion New Taiwan dollars (previously 1114.2 billion, 1437.6 billion, and 1691.1 billion New Taiwan dollars). The target price was raised to $238, maintaining a "shareholding" rating. gtja stated that in the third quarter, taiwan semiconductor achieved
Express News | Deutsche Bank: taiwan semiconductor's strong growth momentum may continue into the fourth quarter, maintaining a "buy" rating.
TSMC's Strong Momentum Could Extend Into 4Q
Guotai Junan raised taiwan semiconductor (TSM.US) target price to $238, adjusting earnings forecast.
GTJA released a report, raising taiwan semiconductor (TSM.US) revenue forecasts for 2024 to 2026 to 2885.8 billion, 3751.7 billion, and 4375.8 billion New Taiwan dollars (previously 2819.8 billion, 3497 billion, and 4057 billion New Taiwan dollars), and raising GAAP net profit forecasts to 1184.4 billion, 1675.7 billion, and 1991.6 billion New Taiwan dollars (previously 1114.2 billion, 1437.6 billion, and 1691.1 billion New Taiwan dollars). The target price is raised to $238, maintaining a 'shareholding' rating. GTJA stated that in the third quarter.
Is Taiwan Semiconductor (TSM.US) leaping to become the world's largest packaging factory?
When it comes to wafer foundry, taiwan semiconductor is definitely the industry leader.
Technology stocks are experiencing another outbreak, igniting market bullish sentiment. Grasping intra-day rotational opportunities remains crucial.
Track the entire lifecycle of the main sector.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.