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Updated on October 15
Semiconductor company $ASML Holding (ASML.US)$ experienced its largest drop in 26 years on October 15 after reporting only about half the orders that analysts had anticipated from chipmakers, signaling a significant slowdown for this key industry player, according to Bloomberg.
The disappointing results were further exacerbated by the company accidentally releasing its earnings report a day early. This news prompted a wid...
Semiconductor company $ASML Holding (ASML.US)$ experienced its largest drop in 26 years on October 15 after reporting only about half the orders that analysts had anticipated from chipmakers, signaling a significant slowdown for this key industry player, according to Bloomberg.
The disappointing results were further exacerbated by the company accidentally releasing its earnings report a day early. This news prompted a wid...
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Good morning, traders. Happy Tuesday, August 6th the market is trying to claw its way back after a starting red Monday. My name is Kevin Travers, $NVIDIA (NVDA.US)$ and its semifriends are climbing back again: hear are stories the herd is chasing on Wall St, here are moovin' stonks.
Shares of $Uber Technologies (UBER.US)$ were rising 5% after the ride-hailing company beat quarterly earnings estimates and delivered upbeat guidance posting earnings ...
Shares of $Uber Technologies (UBER.US)$ were rising 5% after the ride-hailing company beat quarterly earnings estimates and delivered upbeat guidance posting earnings ...
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Dominant $NATGATE (0270.MY)$ The three main products with revenue growth in the coming years:
1) $NVIDIA (NVDA.US)$ AI servers
Production will start in FY24Q2, and it is expected to deliver 1000 units this year...
Note 1: $PIE (7095.MY)$ Also a contract manufacturer for Nvidia AI Servers, but Natgate is the only one in MalaysiaNvidia officially acknowledged OEM.Generally, the profit margin of OEM is higher than that of EMS, and the retail price of a server with 8 H100 graphics cards is about 300 thousand US dollars.
Note 2: Natgate will also replace Huawei's subsidiary.XFusion manufactures Nvidia AI Server.It is just that the graphics card model should be a cheaper version of the A100.
2) $Coherent (COHR.US)$ Optical module.
Due to the largest customer (the global market leader in optical modules and has contributed over 50% of the company's revenue in the past few years) moving its production line from China to Malaysia last year, the company's revenue has dropped significantly. However, the transfer process is nearing completion, and it is estimated that full production will be fully restored by the end of this quarter, and the business previously handled by Chinese manufacturing plants will be transferred to the company.
Optical modules are important equipment in datacenters. They can convert data from electrical signals to optical signals for transmission through optical fibers quickly...
1) $NVIDIA (NVDA.US)$ AI servers
Production will start in FY24Q2, and it is expected to deliver 1000 units this year...
Note 1: $PIE (7095.MY)$ Also a contract manufacturer for Nvidia AI Servers, but Natgate is the only one in MalaysiaNvidia officially acknowledged OEM.Generally, the profit margin of OEM is higher than that of EMS, and the retail price of a server with 8 H100 graphics cards is about 300 thousand US dollars.
Note 2: Natgate will also replace Huawei's subsidiary.XFusion manufactures Nvidia AI Server.It is just that the graphics card model should be a cheaper version of the A100.
2) $Coherent (COHR.US)$ Optical module.
Due to the largest customer (the global market leader in optical modules and has contributed over 50% of the company's revenue in the past few years) moving its production line from China to Malaysia last year, the company's revenue has dropped significantly. However, the transfer process is nearing completion, and it is estimated that full production will be fully restored by the end of this quarter, and the business previously handled by Chinese manufacturing plants will be transferred to the company.
Optical modules are important equipment in datacenters. They can convert data from electrical signals to optical signals for transmission through optical fibers quickly...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
It's time to hedge, goodbye...
It's time to hedge, goodbye...
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The general trend.
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Hey, mooers! Welcome back to Moomoo's Feature Challenge, where we help you master powerful tools on moomoo and take on quiz challenges to win rewards!
Every company's financials tell a unique story, revealing important information about its revenue, assets, liabilities, and cash flow.
By analyzing this data, investors can gain valuable insights into a company's performance and make informed decisions about where to put th...
Every company's financials tell a unique story, revealing important information about its revenue, assets, liabilities, and cash flow.
By analyzing this data, investors can gain valuable insights into a company's performance and make informed decisions about where to put th...
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