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Semiconductor industry tracking

It is suggested that attention should be paid to investment opportunities for wafer manufacturing, equipment expansion, and material localization.

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1.5 billion dollars! The USA subsidizes local wafer fabs to support the expansion of factories in Malta and New York.

Semiconductor industry observation · 11:47

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Huang Renxun's major announcement! Cooperating with Soft silver to build AI infrastructure in japan

China brokerage · Nov 13 14:54

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Painful intel about to cut off the packaging memory that was finally used.

Semiconductor industry observation · Nov 10 18:32

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The Biden administration is urgently pushing the "Chip Act" negotiations, aiming to secure a billion-dollar investment before Trump.

Zhitong Finance · Nov 8 11:54

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HBM4 chips coming out early? According to the director of sk hynix, nvidia requested us to supply 6 months in advance.

wallstreetcn · Nov 4 13:06

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Brothers in arms? AMD's post-performance stock price dropped, putting pressure on Intel.

Semiconductor industry observation · Oct 30 15:34

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Who is altair engineering? Siemens and EDA, the two giants, are competing to acquire it.

Semiconductors industry observation · Oct 24 09:49

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GPUs outperform CPUs, AI is changing the chip industry.

Semiconductors industry observation · Oct 22 11:34

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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.

Zhitong Finance · Oct 21 09:41

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Intel's new move to "save itself": selling its "future core" Altera stake for $17 billion.

wallstreetcn · Oct 19 13:13

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Witness history! Taiwan Semiconductor joins the trillion market cap club, while Nvidia hits a new all-time high. Are AI chips too hard to crack?

Futu News · Oct 18 21:04

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Hits record high! Taiwan semiconductor soared more than 13% to surpass the $210 mark, what is the outlook for global semiconductors?

Securities Times · Oct 17 23:06

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Analysts interpret the 'explosion' of asml holding: global chip factory overcapacity, but not the end of the industry.

cls.cn · Oct 16 10:43

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In the era of AI dominated by nvidia, can amd "get a piece of the pie"?

Futu News · Oct 12 17:48

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AMD has launched a new generation of GPUs, with multiple chips being released simultaneously.

Semiconductors industry observation · Oct 11 10:20

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350 sets of H100 replace 0.04 million CPUs! Taiwan Semiconductor applies nvidia platform to accelerate computing and ignite the semiconductor manufacturing revolution.

wallstreetcn · Oct 9 07:03

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Broadcom's market cap, jumping to seventh in the world, one trillion is within reach?

Semiconductors industry observation · Oct 7 15:15

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taiwan semiconductor packaging, crazy expansion

Semiconductor industry observation · Sep 26 10:18

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Is a major change coming to the chip industry? Qualcomm is in talks with Intel for acquisition.

China brokerage · Sep 23 06:56

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Deutsche Bank: Short-term bearish on memory, not AI chips, underweight Hynix but still overweight Taiwan Semiconductor.

wallstreetcn · Sep 20 19:36

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Taiwan Semiconductor's USA factory has started producing iPhone chips for Apple — A16.

半導體行業觀察 · Sep 18 10:35

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From repeated success to repeated failure, can the US antitrust investigation defeat Nvidia this time?

cls.cn · Sep 4 18:00

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European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.

cls.cn · Sep 3 09:32

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intel chip transformation encounters setbacks again? A senior in the semiconductor industry suddenly announces resignation from the board of directors.

cls.cn · Aug 23 19:43

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