Semiconductor industry tracking

TPU Challenges GPU, but BofA Recommends Buying NVIDIA, Broadcom, and AMD

wallstreetcn · Nov 27 13:59

Surging memory 'super cycle' drives up costs, Morgan Stanley downgrades ratings for multiple hardware giants.

Zhitong Finance · Nov 18 00:26

Surging demand for Amazon's AI chips propels major contract manufacturer Marvell Technology to significant gains.

Zhitong Finance · Nov 1 03:56

Nissan and Mercedes warn of a chip crisis in the automotive industry, following the shutdown of Honda's North American plants.

cls.cn · Oct 29 21:18

NVIDIA's Market Value Reaches $5 Trillion! A Recap of Jensen Huang's GTC Speech with Chinese Translation

Barron's · Oct 29 19:04

Annual capital expenditure growing from $600 billion to $3-4 trillion? JPMorgan: Jensen Huang's 'bold vision' is achievable.

wallstreetcn · Oct 18 00:01

Arm and Meta have reached a strategic partnership to comprehensively enhance AI computing efficiency.

Futu News · Oct 16 00:20

Intel has announced the new GPU, Crescent Island, with customer testing set to begin next year.

wallstreetcn · Oct 15 01:48

A powerful collaboration! NVIDIA partners with collaborators to build the next-generation high-efficiency gigawatt AI factory for Vera Rubin.

NVIDIA Official Website · Oct 14 05:22

Oracle CEO: Confident that OpenAI could pay $60 billion annually for cloud services.

Futu News · Oct 14 01:57

Jensen Huang: AI demand has surged significantly in the past six months; NVIDIA participated in Musk's xAI investment, though regretfully did not invest more; CoreWeave was an excellent investment.

wallstreetcn · Oct 9 03:02

NVIDIA's Jensen Huang: Surprised by AMD’s willingness to offer 10% of company shares for OpenAI collaboration.

Global market broadcast · Oct 8 23:31

Trump's New Policy Targets Semiconductor Import Dependence: U.S. Companies Must Achieve 'Capacity Parity' or Face Tariffs

Golden10 Data · Sep 26 13:19

Driven by dual factors of rising AI demand and Chinese subsidies, Taiwan Semiconductor (TSM.US) captured a 38% market share in Q2, taking the leading position.

Zhitong Finance · Sep 16 10:15

Oracle's stock surged after earnings, with expectations of explosive growth in its cloud business igniting market enthusiasm, aiming for a market capitalization within the top ten in the United States.

cls.cn · Sep 10 08:02

Arm spares no expense in hiring AI chip experts from Amazon to support its self-developed chip program.

cls.cn · Aug 19 15:34

Morgan Stanley's modeling of the "AI Inference Factory": Whether using NVIDIA or Huawei chips, profitability is achievable, with an average profit margin exceeding 50%.

wallstreetcn · Aug 17 09:19

Is AMD on the rise again after hitting a low point?

Gelonghui Finance · Aug 11 16:18

NVIDIA and AMD's 'Unexpected Windfall': What Does a 15% Tariff Mean for Profits?

Futu News · Aug 11 16:02

The report states: NVIDIA and AMD will pay 15% of their AI chip revenue from China in exchange for Trump's approval.

wallstreetcn · Aug 11 08:59

Yuyuan Tan: How the United States Installs 'Backdoors' in Chips

Yuyuantiantan · Aug 10 11:34

U.S. President Donald Trump: Will impose tariffs of approximately 100% on chips and semiconductors.

Breakings · Aug 7 05:27

As the global cloud infrastructure race heats up, which chip stock holds the most potential for attracting investment?

Futu News · Aug 6 20:36

Are U.S. semiconductor tariffs coming? The results of the chip import investigation will be announced within two weeks.

wallstreetcn · Jul 28 09:03