Truist Financial Maintains Texas Instruments(TXN.US) With Hold Rating, Announces Target Price $199

Futu News02:31 · Ratings

SA Charts: Here's How Global Semiconductors Sales Have Performed This Year

Seeking AlphaDec 16 22:47

Broadcom, Nvidia Are Bernstein's Top Chip Stocks for 2025; Firm Sticks With Qualcomm

Seeking AlphaDec 16 21:37

Truist Raises Price Target on Texas Instruments to $199 From $190, Keeps Hold Rating

MT NewswiresDec 16 20:48 · Ratings

Bernstein Maintains Texas Instruments(TXN.US) With Sell Rating, Maintains Target Price $140

Futu NewsDec 16 20:31 · Ratings

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

cls.cnDec 16 14:52