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VanEck Semiconductor ETF Newsroom
Express News | Semiconductor Stocks Rally Premarket with ASML Up Over 4%, Nvidia Up Nearly 2%
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In 2025, Wall Street remains bullish on Taiwan Semiconductor: the demand for AI and high-performance computers is strong, and the demand for Consumer Electronics is recovering.
Morgan Stanley believes that Taiwan Semiconductor usually provides conservative expectations at the beginning of the year and then exceeds those expectations. UBS Group points out that with strong demand in high-performance computing and cloud AI, Taiwan Semiconductor's total revenue is expected to achieve a significant growth of 25% in 2025. Goldman Sachs predicts that Taiwan Semiconductor's revenue in the first quarter of 2025 will only decline by 2.2% quarter-on-quarter, making it one of the more optimistic large investment banks.
Is Taiwan Semiconductor's 2-nanometer chip facing difficulties? Apple is reportedly postponing testing, while NVIDIA and Qualcomm may switch to Samsung.
①According to reports, Apple has postponed its plan to use Taiwan Semiconductor's 2-nanometer chips, possibly delaying it until 2026 for the iPhone 18 series; ②The current yield rate of Taiwan Semiconductor's 2-nanometer process is only 60%, resulting in high costs, which is a significant reason for many companies to seek diversified suppliers; ③NVIDIA and Qualcomm currently seem to be collaborating with Samsung to test the 2-nanometer chip process in order to break Taiwan Semiconductor's dominant position.
Israel Englander's Millennium Management Dumps Nvidia, Loads Up On Broadcom — Here's What The $70 Billion Hedge Fund Sees
The big keynote at CES is coming! Besides the RTX 50 series GPUs, NVIDIA also has these exciting things to look forward to...
From January 7 to 10, the CES Technology event will be held in Las Vegas, USA, and NVIDIA CEO Jensen Huang will deliver a keynote speech at 10:30 AM Beijing time on January 7. In the speech, Jensen Huang is expected to discuss the RTX 50 series GPUs; additionally, he may Share more information about AI...
Express News | Nvidia unveils an innovative patent for AR glasses, positioning itself alongside META in making big investments in this technology.
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Currently, Broadcom holds approximately 70% of the custom AI Chip market. However, analysis suggests that Marvell, with its strong position among Cloud Computing clients, greater growth potential, and more attractive valuation, may gain an advantage in future competition.
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