No Data
Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
Jack Dorsey, Larry Ellison Among Elon Musk's Twitter Backers Set To Gain Windfall From XAI Deal
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
Trump's Tariff Pledge Hasn't Sparked a Stock-market Panic, What Investors Need to Watch
Back Up The Truck Buying Opportunities May Be Ahead, Record Bets On Bitcoin Drop
S&P 500, Dow Hit Records, Trump Tariffs to Cost Hundreds of Billions | Wall Street Today
following his advice on SOXL (not NVDA)?