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$SoundHound AI (SOUN.US)$
$SoundHound AI (SOUN.US)$
It seems like an accident drop similar to nvda during the deepseek shock.![]()
$SoundHound AI (SOUN.US)$
It seems like an accident drop similar to nvda during the deepseek shock.
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$NVIDIA (NVDA.US)$
This is not unexpected news for NVIDIA.
[San Francisco/New York, 10th - Reuters] - OpenAI, the developer of the AI (Artificial Intelligence) "Chat GPT," is advancing plans to internalize AI-specific semiconductor to reduce reliance on NVIDIA.NVIDIA (NVDA.O) has been asked by the department to investigate.According to sources, the company plans to finalize the design of the first-generation semiconductor within the next few months and send the design data to Taiwan Semiconductor Manufacturing Company (TSMC), the largest semiconductor foundry.(2330.TW), opens new tabplans to send it.
OpenAI and TSMC refrained from commenting.
It has been revealed that OpenAI is steadily progressing towards its goal of mass-producing self-developed Semiconductors at TSMC by 2026. The process known as "tape-out" involves sending design data to the foundry, which typically costs tens of millions of dollars and takes about six months for manufacturing. If the first tape-out goes smoothly, testing could be possible within the year. However, if any issues are found, the tape-out will need to be repeated...
This is not unexpected news for NVIDIA.
[San Francisco/New York, 10th - Reuters] - OpenAI, the developer of the AI (Artificial Intelligence) "Chat GPT," is advancing plans to internalize AI-specific semiconductor to reduce reliance on NVIDIA.NVIDIA (NVDA.O) has been asked by the department to investigate.According to sources, the company plans to finalize the design of the first-generation semiconductor within the next few months and send the design data to Taiwan Semiconductor Manufacturing Company (TSMC), the largest semiconductor foundry.(2330.TW), opens new tabplans to send it.
OpenAI and TSMC refrained from commenting.
It has been revealed that OpenAI is steadily progressing towards its goal of mass-producing self-developed Semiconductors at TSMC by 2026. The process known as "tape-out" involves sending design data to the foundry, which typically costs tens of millions of dollars and takes about six months for manufacturing. If the first tape-out goes smoothly, testing could be possible within the year. However, if any issues are found, the tape-out will need to be repeated...
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![OpenAI is moving towards semiconductor internalization, with design data expected to be finalized within a few months, according to sources.](https://sgsnsimg.moomoo.com/sns_client_feed/182331612/20250210/dac5927dcb836027019cf4e6d8417930.jpg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
Is it confirmed that the return on Monday is 140?
Is it confirmed that the return on Monday is 140?
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The concerns about nVIDIA's financial results this time.
Manufacturing costs have increased, leading to a decrease in profit margin ➡️ Blackwell's order volume has increased, and to meet the orders in time, unreasonable production has been carried out, leading to a rise in manufacturing costs.
As a result, the upside potential for analysts' expectations has decreased.
Concerned about this, some major institutions have downgraded.
Due to a significant drop in stock prices yesterday, it has broken below the support line.
Manufacturing costs have increased, leading to a decrease in profit margin ➡️ Blackwell's order volume has increased, and to meet the orders in time, unreasonable production has been carried out, leading to a rise in manufacturing costs.
As a result, the upside potential for analysts' expectations has decreased.
Concerned about this, some major institutions have downgraded.
Due to a significant drop in stock prices yesterday, it has broken below the support line.
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$Intel (INTC.US)$ It is a well-known fact that is struggling. The stock price has fallen more than 60% year-to-date and has the worst performance in the Dow Jones Industrial Average this year.
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to that, it became one of the two technology companies to join the famous Dow Jones Index in the late 1990s, along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has also expanded into other businesses such as cloud computing, while Intel may lose its dominant position in the PC market to more advanced Arm-based chips manufactured by competing companies.
Furthermore, Broadcom has had a significant impact on Intel's manufacturing outsourcing business launched in 2021. The conclusion was reached that it could not withstand mass production after testing Intel's latest manufacturing technology.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
The company was once the world's largest chipmaker, dominating the personal computer (PC) market. Thanks to that, it became one of the two technology companies to join the famous Dow Jones Index in the late 1990s, along with Microsoft. Microsoft is a leader in artificial intelligence (AI) and has also expanded into other businesses such as cloud computing, while Intel may lose its dominant position in the PC market to more advanced Arm-based chips manufactured by competing companies.
Furthermore, Broadcom has had a significant impact on Intel's manufacturing outsourcing business launched in 2021. The conclusion was reached that it could not withstand mass production after testing Intel's latest manufacturing technology.
Due to Intel's decline, $Dow Jones Industrial Average (.DJI.US)$ There is a rumor that its position in is also dwindling. The logical successor is now the world's largest...
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$USD/JPY (USDJPY.FX)$![]()
Honestly, I think the credibility of leaked articles from Japanese broadcasting is low... If the expectations of a rate hike and a reduction in government bond purchases are disappointed tomorrow, the yen could depreciate by nearly 3 yen.![]()
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Honestly, I think the credibility of leaked articles from Japanese broadcasting is low... If the expectations of a rate hike and a reduction in government bond purchases are disappointed tomorrow, the yen could depreciate by nearly 3 yen.
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