It is suggested that attention should be paid to investment opportunities for wafer manufacturing, equipment expansion, and material localization.
Intense capital expenditure in the chip industry chain! Taiwan Semiconductor and Hynix are expanding production significantly.
wallstreetcn · Jul 1 20:53
After in-depth investigation of the Taiwan semiconductor supply chain, Morgan Stanley has summarized seven conclusions.
wallstreetcn · Jun 26 11:38
JPMorgan fund remains Bullish on Asian chip stocks: with valuations far lower than their USA counterparts, there is still potential for growth.
wallstreetcn · Jun 25 14:45
Exit or add positions? Nvidia leaves investors in a dilemma.
Golden10 Data · Jun 21 23:23
Taiwan Semiconductor, the next trillion-dollar stock?
港股解碼 · Jun 21 18:52
Soaring! Semiconductor stocks rise against the market, is "Cut-gu estimate" a hot product?
Gelonghui Finance · Jun 20 15:52
In 2024, Nvidia plans to spend 45 billion yuan to buy chips.
騰訊科技 · Jun 19 21:56
With a surge of 74% this year, the market cap of Taiwan Semiconductor is approaching one trillion US dollars! Wall Street is cheering for its impressive performance.
Gelonghui Finance · Jun 19 19:03
Taiwan Semiconductor's Nanjing plant obtained "unlimited exemption authorization"? Official latest response.
券商中國 · Jun 18 22:54
Where is TSMC's confidence coming from? Citigroup: AI GPUs will switch to 3nm process at a large scale by the end of next year.
wallstreetcn · Jun 18 22:08
Taiwan Semiconductor achieves new historical high! 3nm may increase prices by more than 5%, will the wave of semiconductor price increases begin?
券商中國 · Jun 17 21:35
Broadcom accelerates its attack on Nvidia.
半導體行業觀察 · Jun 16 17:15
DBS: A new super cycle of memory is coming, leading to an unprecedented imbalance between supply and demand by 2025.
wallstreetcn · Jun 9 18:12
Little-known Nvidia founder: early exit, net worth less than Huang Renxun's.
半導體行業觀察 · Jun 9 15:51
Morgan Stanley: Recognized by major clients, bullish on the logic of Taiwan Semiconductor's price increase.
wallstreetcn · Jun 7 19:57
With the new appointment of Taiwan Semiconductor's leadership advocating for price increases and a planned large-scale buyback, the double bullish news will affect how the stock price performs?
Futu News · Jun 6 18:28
Asml Holding heads towards the "high-NA" era with lithography! Taiwan Semiconductor and Samsung are about to purchase the new EUV equipment.
Zhitong Finance · Jun 5 21:24
Nvidia's AI chips are popular! Taiwan Semiconductor also wants a bigger piece of the pie: they have already proposed a price increase to Huang Renxun.
cls.cn · Jun 5 14:35
Will stocks like Nvidia potentially fall more than 20% after a stock split?
Zhitong Finance · Jun 4 17:00
Chip stocks won't reach their peak until mid-2026! Bank of America is bullish on three major themes and "preferred stocks".
cls.cn · Jun 4 10:29
Chips are suddenly a huge benefit!
券商中國 · Jun 1 10:55
The third phase of the National Big Fund was officially established! The semiconductor industry is facing significant benefits; which targets are expected to benefit?
Futu News · May 28 15:45
CITIC Securities: Big Fund sets sail for phase III, focusing on long-term goals to solve the problem of card neck
中信證券研究 · May 28 12:05
The six major banks have invested more than 100 billion yuan! The third phase of the National Big Fund may focus on investing in these projects!
Securities Times · May 28 10:44