Stocks had a big rally day on Friday, but most of the week was a real struggle. The rally on Friday didn’t help the equal-weight S&P 500 or Russell 2000 finish positive...
Risk off: Wild moves in Treasury markets yesterday betrayed the rather febrile mood – the US 10yr Treasury swung 10bps as Fed chair Jay Powell spoke, kissing 5% for the first time...
Intel (NASDAQ:INTC) aims to regain its position as an industry leader by 2025. Intel shares have gained 42% year-to-date (YTD) as investors remain confident in the company’s...
In Q1, Intel suffered the biggest loss in its history after its revenues plunged 36%. The chipmaker presents results on July 27 and is expected to post losses similar to Q1. Can...
Stocks finished the week higher following the CPI report, which showed softer than expected core CPI. Again, as I have noted a few times, the stock market inflation fantasy will...
Q2 earnings season, retail sales data in focus. Netflix shares are a buy with upbeat subscriber growth on deck. Goldman Sachs will underperform amid weak earnings, sluggish...
Escalating U.S.-China trade war is focused on the semiconductor industry Both countries are looking to ramp up investments in mass production of semiconductors Amid the...
Nvidia stock has skyrocketed and is highly overvalued now So, buying it now is very risky, and you should consider other chipmakers instead According to InvestingPro, for those...
May 15 was the last day for institutional money managers with at least $100 million in assets under management (AUM) to submit the 13F form for the quarter that ended on March 31....
Institutional investors increased equity exposure in Q1 2023 Warren Buffett’s Berkshire Hathaway bought shares in Capital One, Bank of America, and Citigroup,...
fly soon, The AI Industry Moves Towards Rapid Development in Silicon Photonics With TSMC Partnering Up With NVIDIA & Broadcom
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buy for rebound, The world's leading chip manufacturer, Taiwan Semiconductor Manufacturing Company (TSMC), is grappling with the challenge of meeting the soaring demand for high-performance computing (HPC) GPUs designed for AI training. The company's chairman, Mark Liu, revealed on Friday that TSMC's current production capacity is unable to satisfy the market's growing need for advanced packaging capability.
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up, AMD re-emphasized today that it will be one of the early adopters of TSMC's Fab 21 when it comes online in 2025.
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Good, In addition to its U.S. efforts, last month TSMC agreed to invest $3.8 billion into a new semiconductor factory in Germany, marking its first foray into Europe. The main focus of this factory would be on chips for the automotive industry.
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New phone, new chips required for AI, buy on weakness