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What's Going On With Broadcom Stock Monday?
How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA
Microsoft is reportedly planning a "substantial" increase in production of its next-generation AI chips and is in talks with Taiwan Semiconductor for delivery of more than 300,000 units by 2027.
According to reports, Microsoft plans to launch its next-generation in-house AI chip, Maia 300, this fall, with a public debut as early as next month. The company is currently negotiating with Taiwan Semiconductor for a capacity contract to deliver over 300,000 units by 2027—a significant order-of-magnitude increase compared to the current Maia 200 generation, which has production volumes of only tens of thousands. Microsoft ultimately aims to secure capacity for over one million Maia 300 chips, but the actual scale remains uncertain due to component supply constraints and ongoing capacity negotiations with Taiwan Semiconductor.
What's Going On With Marvell Technology Stock Monday?
Growing concerns over iPhone prospects fuel bearish sentiment on Wall Street: six institutions issue sell recommendations on Apple, the highest number since 2012
Pessimism toward Apple on Wall Street is accelerating.
Overseas Research Selection | JPMorgan: Storage Stock Correction Does Not Alter Fundamentals; AI-Driven Super Cycle May Extend to 2028
① JPMorgan expects the global memory market size to be continuously revised upward from 2026 to 2028, with AI demand driving the industry into an exceptionally prolonged upcycle; ② The downgrading of HBM specifications reflects configuration optimization amid supply constraints rather than weakening demand, as AI inference is generating new memory requirements; ③ The DRAM supply-demand gap is expected to peak in 2027, and long-term procurement agreements along with price increases for high-end products will enhance earnings visibility for memory manufacturers.