It is suggested that attention should be paid to investment opportunities for wafer manufacturing, equipment expansion, and material localization.
From repeated success to repeated failure, can the US antitrust investigation defeat Nvidia this time?
cls.cn · Sep 4 18:00
European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.
cls.cn · Sep 3 09:32
intel chip transformation encounters setbacks again? A senior in the semiconductor industry suddenly announces resignation from the board of directors.
cls.cn · Aug 23 19:43
Wall Street's major banks are bullish on nvidia's rebound prospects, saying that semiconductor stocks have recently fallen too much.
Zhitong Finance · Aug 13 15:03
Nvidia may face antitrust scrutiny by the US Department of Justice, causing stock price fluctuations.
Zhitong Finance · Aug 2 10:58
Chip stocks fall back, style rotation continues, how will the US stock market perform in the future?
wallstreetcn · Jul 18 09:05
US semiconductor sector fell, while GeXin and Intel rose against the trend due to the expectation of domestication.
cls.cn · Jul 18 07:16
Nvidia foots the bill? Taiwan Semiconductor further advances in panel-level packaging: team established and trial production line planned to be built.
cls.cn · Jul 15 15:45
Top technology investors believe that within ten years, Nvidia's market cap could reach 50 trillion US dollars.
wallstreetcn · Jul 15 08:40
Chasing after Nvidia! AMD acquires AI model developer Silo AI for $0.665 billion in cash.
wallstreetcn · Jul 11 07:02
Taiwan Semiconductor's 2nm, a heavyweight news.
半導體行業觀察 · Jul 10 12:59
With a market cap once surpassing $1 trillion, Taiwan Semiconductor has gained favor from Wall Street analysts, who have a potential upside of more than 30%.
Futu News · Jul 10 12:13
Investment bank Raymond James raises target price for multiple semiconductor equipment stocks, expecting relevant capital expenditures to increase.
Zhitong Finance · Jul 9 22:06
Taiwan Semiconductor hits historic high, what is the catalyst this time?
wallstreetcn · Jul 9 10:44
A niche but fast-growing semiconductor industry.
wallstreetcn · Jul 8 21:38
Taiwan Semiconductor, huge news!
Securities Times · Jul 8 08:07
Taiwan Semiconductor's customer, do you agree to a price increase?
半導體行業觀察 · Jul 7 09:58
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