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Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday as Tech Stocks Lead Rally
Bain: The surge in demand for AI could sound the "alarm" for chip shortages again.
A report from Bain shows that the demand for semiconductors centered around AI and devices supporting AI such as smart phones and laptops is surging, which may lead to the next round of global chip shortages.
Concerns under the AI craze: Consulting giant Bain warns of a possible resurgence of 'chip shortage'.
①Bain & Company stated in the report that just as the demand caused by the epidemic, the upcoming wave of AI devices may also accelerate the upgrade purchases of smart phones and personal computers; ②Bain also pointed out that GPUs driven only by AI are enough to increase the total demand for certain upstream components by 30% or more.