TSMC launched three new technologies in one go, punching Intel in the face again?
Facing strong catch-up by Samsung and Intel, TSMC's leading position is being challenged as never before. Intel even shouted the slogan of “Reclaiming the world's chip manufacturing crown.” Will it be surpassed, or will it continue to hold the throne? Recently, TSMC unveiled a series of new chip technologies at the North American Technology Forum, once again leading the way. The release of the new technology is TSMC's strong response to the challenges of Samsung and Intel. After the meeting, many analysts believed that the claim that Intel would take back the crown of chip manufacturing was too optimistic. 1. Launch a 3D optical engine and lay out how TSMC is preparing to build chips for the next generation of communication technology
The Timing May Be Just Right to Buy Nvidia or Other Semiconductor Stocks
A combination of a seasonal lull for chip makers, rising earnings estimates and a price decline could make for a good setup.
J.P. Morgan Chase: TSMC's technological breakthrough, a key engine in the AI era
The J.P. Morgan report highlights TSMC's leading position in technological innovation and advanced packaging, as well as its key role in the AI era. Through a series of technological breakthroughs, TSMC is expected to maintain its leading position in the semiconductor industry for years to come.
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
10 Information Technology Stocks With Whale Alerts In Today's Session
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth.
AI's Next Big Winners Aren't Just Tech Companies
It's time for a new batch of AI winners. Artificial intelligence has been front and center for investors for more than a year, with companies building hardware and software for this new cycle of innovation enjoying stellar stock returns.
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
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