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Spdr Index Shares Funds Spdr S&P Emerging Asia Pacif Newsroom
Express News | PHLX Semiconductor Index up 3.89%; Broadcom up 21%, crosses $1 trillion market valuation.
Top-Performing U.S. Stocks of the Year: Will the Rally Continue in 2025?
"Silicon Valley elites + billionaires" gather in Washington! How will they "influence" Trump 2.0?
The USA may be entering an era of comprehensive deregulation, spanning from Cryptos to AI, as well as Energy, the defense industry, and health technology. However, on issues like antitrust and immigration, Trump's own stance may prevail.
2024's Top Performing Sector: Tech Stocks Lead the Pack
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
Is Broadcom about to lose a big order? It is reported that Apple will switch to self-developed Wi-Fi chips for iPhone and home products starting next year.
Media reports that Apple plans to use its self-developed chip combining Wi-Fi and Bluetooth for the new iPhone, Apple TV, and HomePod mini next year, and for iPads and Macs in 2026. One-fifth of Broadcom's fiscal year revenue comes from Apple, making it the largest supplier of Apple's Wi-Fi/Bluetooth chips. After the news broke, Broadcom's stock price hit a daily low, falling nearly 4%.
Apple Nears Switch From Broadcom Components for IPhone, Home Wireless Chip- Bloomberg
WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
Semiconductor design and manufacturing will merge again: Why are Taiwan Semiconductor and Samsung discussing DTCO at ICCAD 2024, which is in"focus"?
① Wei Shaojun from the China Semiconductors Industry Association stated that technology is the foundation for chip design companies to survive. A complete set of processes and methods suitable for their products needs to be established in design methodology, and DTCO points out the direction for industry development; ② Taiwan Semiconductor and Samsung have already had notable collaborative cases in the DTCO program, and the industry believes that the key to DTCO lies in addressing the issues of chip performance and mass production yield, effectively enhancing the production process.
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, while Meta, Amazon, and Netflix all reached new highs. NVIDIA rose over 3%, Broadcom rose nearly 7%, Super Micro Computer once dropped over 8%, the decline of Chinese concepts narrowed, and Fangdd Network turned to rise over 11%. The U.S. November CPI confirms interest rate cut bets for next week, with a pause on rate cuts expected in January next year. The dollar and U.S. Treasury yields rebounded in a V-shape, while spot Gold reached its highest level in five weeks. The yen plunged below 152, while the offshore yuan once dropped over 300 points, falling below 7.29 yuan. After a significant interest rate cut by the Bank of Canada, the Canadian dollar and Canadian bond yields turned to rise, and oil prices increased by about 2%.
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
Evaluating NVIDIA Against Peers In Semiconductors & Semiconductor Equipment Industry
Apple Working With Broadcom to Develop In-house AI Server Chips: Report
Taiwan Semi Founder Calls For New Strategy After Intel Chief's Departure
China Central Economic Work Conference: A Key Indicator for Future Market Trends
U.S. stocks closed: The Dow Jones fell for four consecutive days, Chinese concept stocks plummeted over 4%, as the market focused on the CPI report.
① The Nasdaq China Golden Dragon Index fell 4.34%, as China Concept Stocks collectively declined; ② Apple is reportedly planning to equip its smartwatches with satellite communication capabilities; ③ Google A rose 5.62%, as the company launched its latest quantum chip "Willow," achieving significant technological breakthroughs; ④ Microsoft shareholders voted against the Bitcoin investment proposal.
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Chips Mostly Lower as Investors Await Key Results From Broadcom
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AI chip demand drives growth! taiwan semiconductor's sales in November increased by 34% year-on-year, but dropped compared to the previous month.
Driven by the demand for ai chips, taiwan semiconductor's sales in November were 276.06 billion New Taiwan dollars, but this represents a 12.2% decline month-on-month, with ongoing concerns about the slowdown in datacenter construction.