New Silk President Gaisen Xin: AI promotes doubling growth in the semiconductor industry.
The three-day World Artificial Intelligence Conference (WAIC) will be held in Shanghai on July 4-6, 2024. Despite the continuous high temperature, the enthusiasm of everyone has not been affected. Even though the temperature keeps rising, the venue is still crowded with people.
The Fed's Ambivalence: What Investors Can Expect from Its Dovish Shift
While the Federal Reserve has kept interest rates unchanged, recently released economic data such as PCE, CPI, and the unemployment rate suggest that inflation is trending in the right direction, leading the market to believe that a cycle of decreasing interest rates will begin soon. However, the debate continues; it's not about "whether or not," but rather "when and how" rate cuts will occur.
Shanghai Fudan Microelectronics Group Company Limited Goes Ex Dividend Tomorrow
HK stocks anomaly | Semiconductor concept rises across the board, big fund's third phase fundraising lands.
Semiconductor stocks rose across the board in early trading. As of press time, Solomon Systech (02878) rose 7.46% to HKD 0.36; Hua Hong Semi (01347) rose 5.45% to HKD 21.3; Shanghai Fudan (01385) rose 4.65% to HKD 12.82; Semiconductor Manufacturing International Corporation (00981) rose 3.34% to HKD 17.32. $Semiconductors(BK1013.HK)$ rose across the board in early trading before press time.
Nvidia Supply Chain in One Chart: Who Are the Suppliers of the AI Giant?
The ripple effect of Nvidia's success is reaching its suppliers. Suppliers involved in the production process, such as those providing specialty gases, memory chips, electronics test and measurement equipment, and advanced packaging services, are all beneficiaries of the current upswing.
High Bandwidth Memory, The Cutting-Edge Technology Is Driving A Resurgence in The Memory Chip Sector
Driven by ChatGPT and limited by insufficient production capacity, the price of HBM has been rising. HBM3 is now five times more expensive than the highest-performance DRAM.