Market Analysis: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry

BenzingaDec 24 10:00 ET

Express News | Biden Team to Probe Chinese Chips, Setting Up Trump for Tariffs, According to Bloomberg

Moomoo 24/7Dec 23 06:14 ET

Semiconductors are soaring across the board! Semiconductor Manufacturing International Corporation rises over 10% as the Industry welcomes a "dual drive of investment and application."

① The semiconductor sector in the A-shares and Hong Kong stocks surged collectively, with Espressif Systems, Starry Technology, Peak Technology, Cambricon, and SFTP seeing their stock prices reach historic highs during trading. ② Cambricon has become the second highest stock in the A-shares market, with a year-to-date increase of over 388%, exceeding NVIDIA and Broadcom. ③ SEMI recently pointed out that investments in mainland China related to AI are beyond expectations.

cls.cnDec 20 00:00 ET

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 5 21:39 ET

Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.

① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.

cls.cnDec 3 10:45 ET

Semiconductor companies respond to the new round of export controls by the usa: overall impact is manageable, and the supply chain has been basically localized.

① In response to the new round of entity lists released by the usa, several A-share listed companies stated today that the expected impact is limited; ② Industry insiders analyzed that this round of sanctions has extended to the components sector, with a very fine granularity, requiring domestic semiconductor companies to focus on the security of the domestic supply chain; ③ Industry insiders stated that past cases have proven that the impact of the entity list on relevant companies will decrease marginally, and there is no need to panic excessively.

cls.cnDec 3 00:33 ET