Semiconductor industry tracking

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

Related News

Chip recovery is spreading, and Nomura judges that the global semiconductor industry will enter an upward cycle

wallstreetcn · May 9 14:59

J.P. Morgan Chase: TSMC's technological breakthrough, a key engine in the AI era

wallstreetcn · Apr 28 09:35

TSM +3.78%

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

wallstreetcn · Apr 27 18:33

Micron received $6.1 billion in subsidies from the US government to build three chip factories

cls.cn · Apr 25 20:47

MU +1.47%

TSMC's “A16” chip process will be launched in 2026! The “big war” with Intel is about to begin

cls.cn · Apr 25 15:43

TSM +3.78% INTC +1.77%

Nvidia H100: the “core” of artificial intelligence that helps stock prices soar

Golden10 Data · Apr 22 21:36

NVDA +1.06%

Global semiconductor manufacturer rankings: who is the big winner?

半導體行業觀察 · Apr 21 17:47

TSM +3.78% NVDA +1.06%

ASML is on fire, and global chip stocks are suffering?

wallstreetcn · Apr 18 12:53

MU +1.47% AVGO +3.18%

How strong is the demand for HBM? Bank of America: Seizing production capacity may lead to a shortage of DRAM supply

wallstreetcn · Apr 17 20:10

Empower AI PCs! AMD launches the first commercial AI-powered desktop chip

硬AI · Apr 17 07:05

AMD +1.73%

$6.6 billion! US can't buy TSMC's “advanced package”

wallstreetcn · Apr 12 08:38

TSM +3.78%

Google steps up “core building” efforts: in addition to TPU, CPU is also starting to develop its own

wallstreetcn · Apr 10 15:47

GOOGL +0.71% GOOG +0.60%

Google launches self-developed data center chip to catch up with peers “embracing ARM architecture”

cls.cn · Apr 10 08:24

GOOGL +0.71% GOOG +0.60%

An increase of over 20%! Will Micron follow up on the Q2 storage product quote?

科創板日報 · Apr 9 16:36

MU +1.47%

Gambling on Qualcomm's new chip, Microsoft says the “next generation AI PC” to be announced next month will beat Apple

硬AI · Apr 9 14:03

QCOM +2.58% MSFT +0.69%

Has Nvidia peaked? Wall Street sets its sights on emerging markets: the search for the next “Nvidia”

cls.cn · Apr 8 17:43

NVDA +1.06% TSM +3.78%

ASML's Startup Story: The Growth Path of a Lithography Giant

半導體行業觀察 · Apr 4 10:09

ASML -0.24% PHG +0.00%

Report: A 7.3 magnitude earthquake occurred in Taiwan, and production lines at TSMC and other foundries are operating normally

wallstreetcn · Apr 3 11:07

TSM +3.78%

Volume and price are rising, is the memory supercycle coming?

wallstreetcn · Apr 2 23:11

MU +1.47% SSNLF +0.00%

Citi firmly advocates multi-chip stocks and lists Micron Technology as the “first choice”

Zhitong Finance · Apr 2 08:17

MU +1.47% AMD +1.73%

Outperforming 97% of their peers, fund managers take heavy positions with TSMC's core logic: AI+ high dividends

Zhitong Finance · Apr 1 15:40

AVGO +3.18% .SOX +1.68%

Following the release of the Snapdragon 8 Gen 3 at the beginning of this week, Qualcomm also launched the Snapdragon 7+ Gen 3

wallstreetcn · Mar 22 07:57

QCOM +2.58%

Where will $100 billion go? An article analyzing Intel's big moves under US federal subsidies

cls.cn · Mar 21 17:27

TSM +3.78% INTC +1.77%

With 10 billion dollars to develop a generation of chips, how can Nvidia establish inertia to stay ahead?

晚點LatePost · Mar 21 13:57

NVDA +1.06%