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Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
One of the largest mergers in the power generation sector! Constellation is close to acquiring Calpine for nearly 30 billion dollars.
On Wednesday, Bloomberg reported that Constellation Energy is negotiating with Calpine's Private Equity investors regarding the acquisition. The Trade valuation could reach 30 billion dollars (including debt), and it is expected to become one of the largest mergers and acquisitions in the history of the power Industry. The final announcement is expected to be released in the coming weeks, but there may still be changes in the negotiations.
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Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
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