The market continued to be affected by geopolitical conflicts and weakness in technology stocks heading into the weekend. All three major U.S. stock indexes wavered throughout the session, with weakness in the chip sector weighing the Nasdaq down the most. The Nasdaq fell 0.52% on Thursday. 10-year US Treasury yields fell, with the yield rising from a low of 4.52% on April 18th to a peak of 4.6...
Advanced Semiconductor Materials Lithography ($阿斯麦(ASML.US)$) is a key developer of semiconductor manufacturing equipment. Essentially it is THE only supplier of machines that are needed to build the most advanced chips in the world, which often cost hundreds of millions of dollars each. Its main customers include the world’s top processor foundries: Taiwan Semiconductor Manufacturing Company ($台积电(TSM.US)$),$三星电子(SSNLF.US)$and Intel...
$阿斯麦(ASML.US)$, the sole producer of equipment for manufacturing the most advanced chips, reported orders that were below analysts' expectations, as chipmakers in Taiwan and South Korea delayed purchases of the Dutch company's high-end machines. The company's bookings dropped 61% to €3.6 billion in the first quarter, falling short of the anticipated €4.63 billion. This decline is attributed to major chipmakers li...
XR, or “Extended Reality,” means that in the future, people will be able to interact with each other in a more intuitive and concrete form of 3D, instead of 2D, and this can only be achieved through the development and innovation of VR, AR, and MR, which are collectively referred to as XR. Since the release of the Vision Pro, Apple has become the most advanced virtual reality and augmented reality glasses to date, whic...
XR, or “Extended Reality,” means that in the future, people will be able to interact with each other in a more intuitive and concrete form of 3D, instead of 2D, and this can only be achieved through the development and innovation of VR, AR, and MR, which are collectively referred to as XR. Since the release of the Vision Pro, Apple has become the most advanced virtual reality and augmented reality glasses to date, whic...
Navitas Semiconductor - Pipeline and Technology In our portfolio, we hold shares of$纳微半导体(NVTS.US)$. While the stock has been experiencing bearish sentiment, I want to emphasize why I remain optimistic. Beyond earnings, which we've previously discussed, let's recall why we believe Navitas has the potential to thrive and achieve impressive gains—possibly in the range of 35% to 70%—this year . My opinions of c...
Tonyco :
Thanks for the presentation lol. I picked them due to the need for semiconductors will only increase, the btc halving will drive demand higher and the Financials looked good. I'm glad to see more evidence of a good pick for the long run
三星电子股票讨论区
昨日宣布与三星电子(Samsung Electronics)合作产制工业集成电路,的集成电路(IC)设计服务商Oppstar公司 $OPPSTAR(0275.MY)$ ,今日股价升至五个月高点。
今日中午休市时,Oppstar暴涨20%至1.50令吉,为去年11月底以来的最高水平。
$OPPSTAR(0275.MY)$
这家去年3月上市的公司,当时首次公开募股的发售价为每股63仙,与之相比,如今累积涨幅达138%。
据彭博社报道,公司的12个月目标价中间值为1.72令吉。
Oppstar与三星电子 合作代工集成电路
资料来源:南洋商报
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oppstar just annouce their collaboration with samsung to product specialised chip. moreover samsung announce that second half of chip demand to remain strong in 2024.
bursamalaysia.c...
Samsung’s profit surges after AI boom reverses chip losses
All three major U.S. stock indexes wavered throughout the session, with weakness in the chip sector weighing the Nasdaq down the most. The Nasdaq fell 0.52% on Thursday. 10-year US Treasury yields fell, with the yield rising from a low of 4.52% on April 18th to a peak of 4.6...
The company's bookings dropped 61% to €3.6 billion in the first quarter, falling short of the anticipated €4.63 billion. This decline is attributed to major chipmakers li...
Since the release of the Vision Pro, Apple has become the most advanced virtual reality and augmented reality glasses to date, whic...
Since the release of the Vision Pro, Apple has become the most advanced virtual reality and augmented reality glasses to date, whic...
In our portfolio, we hold shares of $纳微半导体(NVTS.US)$. While the stock has been experiencing bearish sentiment, I want to emphasize why I remain optimistic. Beyond earnings, which we've previously discussed, let's recall why we believe Navitas has the potential to thrive and achieve impressive gains—possibly in the range of 35% to 70%—this year . My opinions of c...
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