1. The demand for AI GPUs and AI ASICs is booming! $Taiwan Semiconductor (TSM.US)$ The stock price has reached an all-time high, with an increase of 11% since the beginning of the year.

Thanks to the huge A-series chip Orders brought by Apple's iPhone 16 high-end models, the demand from technology giants for Broadcom and Marvell's AI ASICs is incredibly strong, and NVIDIA's AI Server core Contract Manufacturers Foxconn revealed a continued explosive demand for Blackwell architecture AI GPUs. The stock price of 'the most core Contract Manufacturer' Taiwan Semiconductor has been rebounding since December.

Goldman Sachs' report indicates that Taiwan Semiconductor's revenue growth is expected to be robust this year, predicted to increase by 26.8% year-on-year (in USD), compared to last year's revenue growth of 29.4%, primarily benefiting from the strong demand for advanced process nodes, especially the sustained strong momentum in the AI sector.

2. The New Year's crazy Sector "Quantum Computing"! $IonQ Inc (IONQ.US)$ It has surged 22% since the new year, with a recent acquisition of Qubitekk to consolidate its position in the Industry.

Since Google released the quantum chip Willow in December, the quantum computing Sector has been sought after by many investors, as this quantum chip can complete calculations that would take traditional supercomputers billions of years in just minutes.

On January 6, the quantum computing and networking company IonQ announced the completion of its acquisition of the renowned quantum networking company Qubitekk. IonQ states that this acquisition brings Qubitekk's advanced technology and extensive patent portfolio into IonQ's Operation, consolidating IonQ's position at the forefront of quantum networking and computing.

3. Bullish news comes one after another! The Semiconductors Sector is collectively rallying, $Micron Technology (MU.US)$ surging 10% in a day, $ASML Holding (ASML.US)$、 $STMicroelectronics (STM.US)$ Increase by 7%.

Foxconn set a new record for its fourth-quarter revenue in 2024, with AI demand driving its sales revenue to double-digit growth, becoming the main reason for Monday's chip stocks leading the way. Foxconn's performance indicates that there are almost no signs of a slowdown in the market demand for AI, and the high demand for AI is expected to continue into the new year.

Secondly, Microsoft announced better-than-expected AI capital expenditures, and Jensen Huang's speech at CES continues to ignite excitement. Microsoft announced last Friday that it plans to invest $80 billion in the fiscal year 2025 to build datacenters capable of handling AI workloads, with more than half of the expenditure to take place in the USA. During the CES on January 7, Jensen Huang announced that NVIDIA released the all-new GeForce RTX 50 series Blackwell architecture GPU, and Micron will provide memory for the new GPU.

1. Record highs in US individual Stocks.

2. Popular US Stocks' rise and fall Ranking.

Editor/Rocky