$Synaptics (SYNA.US)$ this is so silly, a company that is so fragile? I thought this company stand through thick and thin of every down cycle, should have strong foundations of key management and technologist to make it scale higher.
why the sell down?
why the sell down?
Darren ng63
liked
$NVIDIA (NVDA.US)$ Even if the USA imposes tariffs on chips imported from China, NVIDIA still has the ability to pass on the cost through price increases, and the impact on its performance may be limited. Let's analyze this logic more deeply:
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...
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Darren ng63
voted
Happy weekend investors! Welcome back to Weekly Buzz where we talk about the top ten buzzing stocks on moomoo this week! Comment below to answer the Weekly Topic question for a chance to win an award!
Click here for more moomoo produced news!!
Make Your Choice
Follow me on Twitter! @kevobt
Weekly Buzz
Friday marks the end of the first month of the new year, and so far, it has been volatile for big and small stocks. Trump said Friday he would implement...
Click here for more moomoo produced news!!
Make Your Choice
Follow me on Twitter! @kevobt
Weekly Buzz
Friday marks the end of the first month of the new year, and so far, it has been volatile for big and small stocks. Trump said Friday he would implement...
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$MPI (3867.MY)$ i strongly believe with china semicon & ev car booming, MPI business will grow exponentially. Appreciate @TrumpSupporter for the daily news boost
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Darren ng63
liked
$MPI (3867.MY)$ In Malaysia, the adoption of EVs has been growing significantly in recent years. 14,321 EVs have been registered between January to August 2024, which is a 121% growth compared to 6,490 EVs registered between January to August 2023.
EV Registrations (Aug 2024): Most popular models in Malaysia
EV Registrations (Aug 2024): Most popular models in Malaysia
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Darren ng63
liked
The AI theme is undoubtedly one of the most important global trading trends in 2024. Driven by the AI boom and chip demand, NVIDIA briefly became the world's largest listed company.
Specifically, tech giants have accelerated AI capital expenditure, with hardware sector companies such as NVIDIA, Broadcom, TSMC, TSM, and VRT performing impressively as direct beneficiaries. Extended concept companies in energy and nuclear power like VST, CEG, and NRG have also...
Specifically, tech giants have accelerated AI capital expenditure, with hardware sector companies such as NVIDIA, Broadcom, TSMC, TSM, and VRT performing impressively as direct beneficiaries. Extended concept companies in energy and nuclear power like VST, CEG, and NRG have also...
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Darren ng63
voted
Quantum Computer: $D-Wave Quantum (QBTS.US)$ $Quantum Computing (QUBT.US)$ $IonQ Inc (IONQ.US)$
Aritificial Intelligence: $C3.ai (AI.US)$ $Verint Systems (VRNT.US)$
Data Center: $Super Micro Computer (SMCI.US)$
Data Analytics: $Palantir (PLTR.US)$
Blockchain: $Riot Platforms (RIOT.US)$
Health Technology: $Cardio Diagnostics (CDIO.US)$
Biotechnology: $bluebird bio (BLUE.US)$ $Quantum-Si (QSI.US)$
Going Viral: The Trend Everyone’s Talking About! | 爆红：人人热议的趋势！
Join us in the group chat BxB Circle.
...
Aritificial Intelligence: $C3.ai (AI.US)$ $Verint Systems (VRNT.US)$
Data Center: $Super Micro Computer (SMCI.US)$
Data Analytics: $Palantir (PLTR.US)$
Blockchain: $Riot Platforms (RIOT.US)$
Health Technology: $Cardio Diagnostics (CDIO.US)$
Biotechnology: $bluebird bio (BLUE.US)$ $Quantum-Si (QSI.US)$
Going Viral: The Trend Everyone’s Talking About! | 爆红：人人热议的趋势！
Join us in the group chat BxB Circle.
...
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Darren ng63
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Here’s a financial overview of BxB Main Follow: Paperfolio
1. $NVIDIA (NVDA.US)$ Revenue: For Q3 FY2025, Nvidia reported a record revenue of $35.1 billion, a 94% increase year-over-year. Data Center revenue contributed $30.8 billion, driven by AI adoption.
• Profit: Net income for FY2024 was $29.76 billion, up from $4.37 billion in FY2023, showcasing rapid growth in AI and gaming sectors. Nvidia’s financial statements gov/Archives/ed...
2. $IonQ Inc (IONQ.US)$ Focused on quantum...
1. $NVIDIA (NVDA.US)$ Revenue: For Q3 FY2025, Nvidia reported a record revenue of $35.1 billion, a 94% increase year-over-year. Data Center revenue contributed $30.8 billion, driven by AI adoption.
• Profit: Net income for FY2024 was $29.76 billion, up from $4.37 billion in FY2023, showcasing rapid growth in AI and gaming sectors. Nvidia’s financial statements gov/Archives/ed...
2. $IonQ Inc (IONQ.US)$ Focused on quantum...
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