BK3034 Semiconductors
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Chip recovery is spreading, and Nomura judges that the global semiconductor industry will enter an upward cycle
Nomura believes that if the cyclical technological recovery extends to other electronic terminal markets, it will support semiconductors to enter the next upward cycle, which will continue from the second half of this year to 2025.
Nvidia is back with full blood! It surged more than 6% on Friday and surged 15% throughout the week. The semiconductor sector is excited again
Nvidia's cumulative increase this week was the biggest in 11 months. Although no financial report has been released yet, the performance was impressive. It was more impressive than tech giants such as Tesla and Google's parent company Alphabet, which surged after this week's earnings report was announced.
Global semiconductor manufacturer rankings: who is the big winner?
Top 25 global semiconductors in 2023: Nvidia bucked the trend, storage manufacturers collectively declined, and automotive chips became popular.
How strong is the demand for HBM? Bank of America: Seizing production capacity may lead to a shortage of DRAM supply
As strong demand from HBM continues to crowd out DRAM supply, Bank of America anticipates a shortage of conventional DRAM for non-HBM use by 2025.
$100 Invested In This Stock 10 Years Ago Would Be Worth $900 Today
CDW (NASDAQ:CDW) has outperformed the market over the past 10 years by 13.99% on an annualized basis producing an average annual return of 24.83%. Currently, CDW has a market capitalization of $33.68
First in history! UN General Assembly adopts global draft resolution on artificial intelligence
① The draft was adopted by consensus without a vote, which represents the support and approval of all 193 member states of the United Nations; ② the draft aims to bridge the digital divide between developed and developing countries and ensure that all countries can participate in AI discussions.
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $9,800 Today
CDW (NASDAQ:CDW) has outperformed the market over the past 10 years by 15.03% on an annualized basis producing an average annual return of 25.62%. Currently, CDW has a market capitalization of $33.38
There is a risk of water shortage in the chip industry! S&P warns: It could disrupt the supply chain and raise chip prices
As semiconductor process nodes become more advanced, global semiconductor manufacturers will face the risk of water scarcity, according to a S&P Global Ratings report.
Chips are bad! The US Secretary of Commerce bluntly said that monks have more porridge and less porridge, and the subsidy will fall far short of corporate expectations
① On Monday, US Secretary of Commerce Raymond publicly stated that the subsidies received by major advanced semiconductor companies in the US will be far lower than corporate expectations; ② According to Raymondo, the US government has received a total of 600 subsidy applications totaling 70 billion US dollars, which is more than double the amount of subsidies planned; ③ Raymond said it has urged business executives to do more with less money.
US stocks close | “AI faith” is making waves again! The NASDAQ rose nearly 3% and the S&P Dow reached a record high; the excellent Nvidia soared 16%, setting a record for one day
AMD, the concept stock of AI computing power hardware, and the AI application-side “monster stock” ultra-microcomputer (SMCI) joined forces to soar by double digits. Technology stocks led by Nvidia once again strengthened the market. Both S&P and NASDAQ recorded their best performance in more than a year.
US stocks closed | NASDAQ fell three times in a row, and S&P made a thrilling rebound; Nvidia's earnings report led to a sharp rise in chip stocks and AI concept stocks after the market
After the Federal Reserve's minutes, the US stock index hit a new low. The NASDAQ closed at a new low in nearly three weeks, and the S&P Dow turned higher at the end of the session. The minutes show that Federal Reserve officials are worried about cutting interest rates too fast and that the decline in inflation will stagnate.
US Stock Outlook | “Horror data” recorded the biggest decline since March 2023! The three major indices rose slightly
Former Federal Reserve economist: There is no need for the Federal Reserve to postpone interest rate cuts; Societe Generale: the S&P 500 index rises another 25% to count as a bubble; Nvidia revealed its holdings in Arm and SOUN, and SOUN soared more than 83% before the market.
US stocks closed | The three major indices fluctuated and surged 30% after Palantir's performance; Chinese securities surged ahead of the crowd; “Wei Xiaoli” surged more than 10%, and JD rose more than 7%
Chip stocks, the main driving force behind the sharp rise in US stocks in the previous few weeks, temporarily stopped, dragging down the two major US stock indexes and almost failed to successfully rebound on Tuesday. Investors are looking at mixed earnings reports from large companies and looking for clues as to when the Federal Reserve will cut interest rates.
The US Secretary of Commerce revealed that batch chip subsidies will soon be distributed, and more announcements will be made in the next two months
① On Monday, US Secretary of Commerce Raymond said he is in negotiations with chip industry executives and is expected to announce more chip subsidy news within the next 6-8 weeks; ② Earlier, Intel announced the postponement of its factory project in Ohio, and TSMC and Samsung Electronics also said they will invest in the construction of new factories in Asia; ③ the delay in US chip subsidies has dampened the enthusiasm of the chip industry to invest in the US.
Nvidia, AMD To Triumph Over Q4 Market Weakness With Cutting-Edge AI, Says Analyst: Here's What To Expect From The Chipmakers
Artificial intelligence could have saved the day of semiconductor companies in the fourth quarter, said an analyst at KeyBanc Capital Markets on Monday.
Optimism continues. The three major indices of US stocks rose in unison, and semiconductor stocks continued to rise before the market
The Japanese and European stock markets surged on US stocks, and technology stocks drove the market higher, while US semiconductor stocks continued to rise before the market.
Will AI become a technology theme in the next ten years? UBS: Software and semiconductor companies benefit the most!
① UBS said that by 2027, wider application of artificial intelligence will increase this market segment from 2.2 billion US dollars to 225 billion US dollars; ② between 2022 and 2027, the total revenue of the AI industry will increase 15 times; ③ In the next few years, AI software, model, and semiconductor companies will be the biggest beneficiaries of this wave of AI.
What other surprises can artificial intelligence chips bring to the market in 2024?
In 2024, demand in the artificial intelligence market will slowly expand from the cloud to terminals at the same time, which will also drive the corresponding chip market development.
The wave of price increases spread to the point where major analog chip semiconductor manufacturers raised prices by up to 20%
① The world's second-largest analog chip supplier plans to start increasing prices by 10% to 20% on February 4, 2024, including new orders and existing orders. ② Brokers expect that downstream demand in the analog chip industry is expected to recover in the fourth quarter of 2023 and 2024, and that the relationship between supply and demand will continue to improve.
US stocks closed | Before the Fed's decision, the US stock market rose four times in a row. The S&P 500 index hit a new high in the past two years, and Broadcom rose more than 4%
Commentators said that the recent CPI strengthened the view that the Fed will keep interest rates high in order to reduce inflation and hit the recent hot bet that the Fed will cut interest rates next year. The cooling of inflation is not enough to prove that the market's expectations of interest rate cuts are reasonable, at least when the labor market is still stable.