J.P. Morgan Chase: TSMC's technological breakthrough, a key engine in the AI era
On April 24, TSMC hosted the 2024 Science and Technology Symposium North American Summit. Many cutting-edge technologies were showcased at the conference, which attracted market attention. J.P. Morgan Chase said in its latest report on the 26th that the highlights of the summit include the launch of the A16 process node, the debut of advanced packaging technology SoW, and further innovation in silicon photonics technology. The report highlights TSMC's technological leadership in the AI era, and provides an “increase in wealth” rating and a target price of NT$900. TSMC (TSMC) first introduced the A16 process node at its North American technical seminar, which is its first integrated nanosheet transistor and uses T
US stocks closed | PCE suspends inflation concerns, Google's performance soared more than 10% after that, and Nvidia rose more than 6%
The S&P Index rose 2.67% this week, and the NASDAQ rose 4.23%, all of which recorded the biggest weekly gain since November last year; the China General Index rose nearly 9% weekly, the biggest increase since July last year.
Express News | NYSE Order Imbalance 419294.0 Shares on Buy Side
Intel's stock price recorded the biggest decline in nearly four years, and the performance outlook was lower than Wall Street expectations
Intel's stock price recorded its biggest drop in nearly four years on Friday. Earlier, the company announced a lackluster performance outlook for the current quarter, indicating that it is still difficult to return to the leading position in the chip industry. The company issued a statement on Thursday saying that sales for the second fiscal quarter are expected to be $13 billion, with analysts surveyed by Bloomberg averaging $13.6 billion. The company predicts earnings of 10 cents per share without special projects for the quarter, which is estimated at 24 cents. This outlook shows CEO Pat Gelsinger's plans to revive Intel will require more time and money. The former world's leading chip maker's current revenue and technology
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Changes in Hong Kong stocks | ASMPT (00522) is now up nearly 5% TSMC CoWOS Technology welcomes breakthroughs in the long-term growth of the company's advanced packaging and increased visibility
ASMPT (00522) is now up nearly 5%. As of press release, it has risen 4.56% to HK$99.8, with a turnover of HK$77.2982 million.
Intel's first-quarter earnings were better than expected, but revenue outlook fell short of expectations
Intel reported better-than-expected first-quarter earnings, but the revenue outlook fell short of expectations. The stock market declined by more than 5%. Intel (Intel) announced its first-quarter earnings report after the market on Thursday, and both revenue and profit exceeded analysts' expectations. However, the company's outlook for the second quarter fell short of Wall Street's expectations, causing the stock price to fall. Intel said it expects second-quarter revenue of between US$12.5 billion and US$13.5 billion. Analysts had forecast revenue of $13.63 billion for the next quarter. Intel wants to target rival Nvidia (Nvidia) by launching a new Gaudi 3 artificial intelligence accelerator
Express News | NYSE Order Imbalance 60123.0 Shares on Buy Side
Express News | Shares of Semiconductor Stocks Are Trading Higher Despite Overall Tech Weakness. The Sector May Be up in Anticipation of Intel's Earnings Report
Bank of China International: Maintaining the ASMPT “Buy” Rating and Raising the Target Price to HK$116.2
Bank of China International released a research report saying that maintaining the ASMPT (00522) “buy” rating, the first quarter results and the second quarter guidance were mixed. Sales slowed but order volume recovered markedly on a quarterly basis, and the target price was raised from HK$109.5 to HK$116.2. The bank believes that generative AI has long-term structural demand for the company's advanced packaging products, including TCB, HB, and SiPh. Although some companies, including ASML and TSMC, recently indicated that the recovery in global semiconductor capital expenditure is still not obvious, causing the risk-return on holding semiconductor equipment stocks to decline. Despite this, the bank thinks G
SK Hynix's quarterly report completely exceeded expectations! Expanded capital expenditure, mass-produced HBM3E in March, and signed an HBM4 development agreement with TSMC
Demand for AI is booming, and the revenue of SK Hynix, the world's second-largest memory chip manufacturer, soared in the first quarter. At a time when the memory chip market is fully recovering, this year's capital expenditure will be slightly higher than planned, and the supply of HBM3E chips will be increased to attract more customers. On April 25, SK Hynix released its financial report for the first quarter of the 2024 fiscal year (ending March 31, 2024). Both revenue and profit for the first quarter were higher than expected. Revenue reached 12.4296 trillion won, more than doubling, reaching a record high for the same period. The financial report indicates that with its core HBM storage system leadership in technology, the first quarter
Cadence And TSMC Collaborate On Wide-Ranging Innovations To Transform System And Semiconductor Design
Cadence's best-in-class Integrity 3D-IC platform supercharged with new featuresRevolutionary AI-driven digital and custom/analog full flows and optimized for TSMC 2nm process technologiesComprehensive
Synopsys Accelerates Next-Level Chip Innovation On TSMC Advanced Processes
Collaboration on AI-Driven Design Flows for Optimization and Productivity, Advancements in Photonic IC Integration, Plus Broad IP Development on TSMC 2nm TechnologyHighlights:Production-ready digital
Express News | NYSE Order Imbalance 117908.0 Shares on Sell Side
Express News | TSMC Exec Says 'A16' Chip Manufacturing Technology Will Start Production In Second Half Of 2026
'HBM Prices Likely To Fall In 2H24 Due To Intensified Market Competition' - DigiTimes
'HBM Prices Likely To Fall In 2H24 Due To Intensified Market Competition' - DigiTimes
Move Over Nvidia: Experts Bullish On Intel's AI Chip, Predicts Surge In These Three Global Stocks
The introduction of Intel's (NASDAQ:INTC) newest artificial intelligence chip, Gaudi 3, is projected to benefit three global semiconductor companies significantly.What Happened: According to Morgan St
Express News | Shares of Semiconductor Stocks Are Trading Higher in Sympathy With Texas Instruments, Which Reported Better-than-expected Q1 Financial Results
Changes in Hong Kong stocks | Chip stocks collectively pick up in early trading, TSMC guides continued strong demand for AI, recovery in the traditional consumer electronics sector is in sight
Chip stocks picked up collectively in early trading. As of press time, ASMPT (00522) rose 6.43% to HK$101.8; Shanghai Fudan (01385) rose 4.43% to HK$9.91; SMIC (00981) rose 3.77% to HK$14.88; and Huahong Semiconductor (01347) rose 2.94% to HK$14.7.
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