$Arm Holdings(ARM.US$
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role
Intel and Arm whose positions were reversed in the past and present
It doesn't overlap with the composition of AI accelerators teamed up with NVDA, GraphCore, and ARM, where positions may be reversed now and in the future
This is because GPUs (NVDA) are not ideal for AI semiconductors, so those who control chips control everything ❗
There is no doubt that Masayoshi Son is desperately aiming for the leading role
Translated
13
1
$NVIDIA(NVDA.US$
Canter Fitzgerald analyst C J Muse maintained a “bullish” investment decision against $NVDA.US (NVDA.US) $ and revised the target stock price upward from 140 to 175 dollars (↑ 25%).
Canter Fitzgerald analyst C J Muse maintained a “bullish” investment decision against $NVDA.US (NVDA.US) $ and revised the target stock price upward from 140 to 175 dollars (↑ 25%).
Translated
9
This week's strategy is simple. If you buy it here, you'll be able to get a natural rebound.
If today's US stocks fall and start
Okazaki, it's not that there's no possibility that it will come down to what you're saying
Something like that was also added.
If today's US stocks fall and start
Okazaki, it's not that there's no possibility that it will come down to what you're saying
Something like that was also added.
Translated
6
The unrealized profit of SoftBank G will rise to about 24 trillion yen due to the AI boom... Profit before income tax has finally become profitable, what revived SoftBank G (Minkabu Magazine)
Translated
Nvidia 中国向け 規制対応版 Blackwell B20を準備
2024年末に生産へ
革ジャン抜け目ない
2024年末に生産へ
革ジャン抜け目ない
5
Are Chinese companies making urgent orders to TSMC to increase inventory in response to semiconductor regulations
Below is a quote
According to industry observations, in the second quarter of TSMC, based on the location of customer headquarters, the proportion of customers from mainland China surged to 16%, indicating that the impact of rush orders due to geopolitical expectations has begun to appear.
Below is a quote
According to industry observations, in the second quarter of TSMC, based on the location of customer headquarters, the proportion of customers from mainland China surged to 16%, indicating that the impact of rush orders due to geopolitical expectations has begun to appear.
Translated
10
*バイデン大統領、ハリス副大統領の出馬を支持
*BIDEN ENDORSES VP HARRIS - RTRS
*BIDEN ENDORSES VP HARRIS - RTRS
3
*President Biden decides to decline running
*BIDEN DROPS OUT OF PRESIDENTIAL RACE
*BIDEN DROPS OUT OF PRESIDENTIAL RACE
Translated
5
According to the Cleveland Federal Reserve's immediate CPI, the June core PCE is finally negative 🔺 0.01% compared to the previous month
Translated
6
1
$ASML Holding(ASML.US$
I did a lot of research on Saturdays and Sundays, but while ASML is selling old immersion exposure devices to China for the time being,
TSMC N2
Samsung Pyeongtaek P3, P4
SK Hynix M16, M15X
It looks like you can successfully touch the baton to the flow of selling the new EUV + the new immersion DUV
and
At Intel's Oregon factory
2 High-NA cars by the end of the year
I wonder if it will be 3 cars next year
I did a lot of research on Saturdays and Sundays, but while ASML is selling old immersion exposure devices to China for the time being,
TSMC N2
Samsung Pyeongtaek P3, P4
SK Hynix M16, M15X
It looks like you can successfully touch the baton to the flow of selling the new EUV + the new immersion DUV
and
At Intel's Oregon factory
2 High-NA cars by the end of the year
I wonder if it will be 3 cars next year
Translated
12
1