Semiconductor industry tracking

AI’s two-day bear market has ended—why did capital flow first into storage stocks?

BlockBeats · Jun 9 21:31

Samsung and NVIDIA are expanding their collaboration, with negotiations already extending to HBM5 and the next-generation Groq chips.

wallstreetcn · Jun 9 15:31

“NVIDIA rival” Cerebras surges as Wall Street urges 'buy' after stock nearly halves three weeks post-IPO

Zhitong Finance · Jun 8 21:54

Intel shares surge! Report: Google plans to order millions of AI chips; NVIDIA testing its 18A process

wallstreetcn · Jun 8 21:31

Amid Broadcom's sharp decline, this investment bank made a bold forecast: channel research indicates that Google's TPU shipments will reach 35 million units by 2028, far exceeding expectations.

wallstreetcn · Jun 8 10:53

Hon Hai announced a strategic partnership with Intel to jointly develop an AI platform.

wallstreetcn · Jun 4 13:36

SK Hynix teams up with Taiwan Semiconductor; Samsung unveils first HBM5 prototype, intensifying the race for next-generation HBM dominance

Semiconductor Industry Observer · Jun 4 10:37

Based on CPO technology! NVIDIA Spectrum-X Ethernet silicon photonics technology has entered full-scale production, delivering a fivefold improvement in energy efficiency compared to conventional transceiver networks.

NVIDIA Networking · Jun 2 19:02

Goldman Sachs also supports 'storage PE valuation' and has raised its target prices for the 'big three'—SK Hynix, Samsung, and Kioxia.

wallstreetcn · Jun 1 09:02

Following its research visit to ASML Holding, Goldman Sachs summarized five key takeaways: capacity expansion, the rise of CPUs, memory orders, new technology use cases, and Chinese demand.

wallstreetcn · May 29 12:10

Wafer foundry price hikes underway! Following Taiwan Semiconductor, United Microelectronics Corporation (UMC) also announced phased price increases.

wallstreetcn · May 28 11:03

Following a compensation controversy, Taiwan Semiconductor CEO steps in to reassure employees, pledging an average bonus increase of over 30%.

wallstreetcn · May 27 21:25

UBS Group and Barclays significantly raised their price targets for Micron Technology and SanDisk, reigniting Wall Street's enthusiasm for memory stocks, with Micron's market capitalization surpassing $1 trillion.

wallstreetcn · May 27 09:06

Report: Taiwan Semiconductor to raise 3nm chip prices by 15% in the second half of the year, with a potential additional 10% increase next year.

wallstreetcn · May 27 08:47

Storage production capacity simply can't keep up! Micron warns: shortages will persist beyond 2026.

wallstreetcn · May 25 21:58

τ: A revolution forced by circumstances

Gelonghui Finance · May 25 20:09

Tao's Law faces its first major test in September.

wallstreetcn · May 25 17:41

Huawei's Tau Scaling: Chip Competition Shifts from 'Node' to 'Time'

wallstreetcn · May 25 16:29

Huawei has proposed a new principle for semiconductor advancement, aiming to achieve 1.4-nanometer equivalent performance by 2031.

cls.cn · May 25 13:35

Morgan Stanley and J.P. Morgan jointly assert: Long-Term Agreements (LTA) are driving the revaluation of memory companies, a factor that the market has yet to fully price in.

wallstreetcn · May 19 10:54

Samsung Strike Scenarios: Four Possible Outcomes

wallstreetcn · May 18 21:01

Kioxia's ASP guidance significantly exceeded expectations. Is the NAND pricing stronger than anticipated?

wallstreetcn · May 18 14:10

Samsung strike countdown! South Korean government issues 'final ultimatum': Tomorrow's labor-management talks are the 'last chance'

wallstreetcn · May 17 10:45

The most expensive 'other chip' in Silicon Valley has finally arrived at its moment.

wallstreetcn · May 16 12:13