East Asia 【$CSOP LOW CARBON US$ (LCU.SG)$】YTD Return: +11.89% •$Samsung Electronics Co., Ltd. (SSNLF.US)$' shares rose up to 3% on 2024/11/25, reaching a high since Nov. 8, after Nvidia's CEO confirmed that they are fast-tracking the certification of Samsung's AI memory chips. • The impending additional 10% tariffs on Chinese goods by the US could impact Chinese equities. 【$CSOP SEA TECH ETF S$ (SQQ.SG)$】YTD Retur...
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1.$Advanced Micro Devices (AMD.US)$and$Samsung Electronics Co., Ltd. (SSNLF.US)$Foundry currently have no real progress on 3nm GAA. 2. Even if the two parties start to cooperate on 3nm GAA now, TSMC's 2nm will have already been mass-produced by the time it is mass-produced. It is better for AMD to invest resources in TSMC's 2nm products. 3. The potential cooperation project that AMD and Samsung Foundry are currently discussing is the use of 5nm I...
I. What is AI PC? The definition of AI PC in the current market remains unclear. AI stands for Artificial Intelligence, and generative AI primarily learns through databases continuously. Nowadays, manufacturers are also incorporating this technology into PCs, known as AI PCs, to enhance chip performance. Currently, we rely on cloud platforms to execute computations for generative AI like ChatGPT, but with AI PCs,...
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$LENOVO GROUP LTD (LNVGY.US)$ AI PCs are a coming big wave. This company makes PCs, and now it's got rich Saudi friends • Business potential from MEA is huge • Exploration of a new major region can also help hedge against US-China tension • The zero-coupon CB can help lower interest cost by US$100m in 2024 • Initial reception seems mixed due to dilution uobkayhian.com/...
Goldman Sachs analyst Guini Lee released a report on May 27 stating that their team expects the High-Bandwidth Memory (HBM) market size to grow at a compound annual growth rate (CAGR) of close to 100% from 2023 to 2026 and reach US$30 billion by 2026. HBM is one of the most critical components used in AI chips, especially considering that NVIDIA's latest chips have incr...
Cramer’s comments come at a time when AMD has been making significant strides in the tech industry. Despite this, the company is still seen as playing catch-up to Nvidia in certain areas. Earlier in May, it was reported that$NVIDIA (NVDA.US)$’s dominance in the AI sector had left both$Intel (INTC.US)$and$Advanced Micro Devices (AMD.US)$vying for the second spot. This indicates the uphill battle AMD fa...
$Arm Holdings (ARM.US)$ 👉 Key Highlights: 📍 Arm Holdings unveils new chip blueprints for AI tasks. 📍 New designs include CPUs and GPUs optimized for AI work. 📍 Software tools provided to run AI code on Arm chips. 📍 New sales approach: physical blueprints ready for manufacturing. 📍 Arm collaborates with Samsung and TSMC for new designs. 📍 Smartphones remain Arm's largest market. 📍 Arm technology is found in Apple and Andro...
$Goldman Sachs (GS.US)$ Market Size Prediction: - It is anticipated that the global HBM (High-Bandwidth Memory) market will grow at a compound annual growth rate of approximately 100% from 2023 to 2026. - The market size is expected to reach USD 30 billion in 2026, representing an upward revision of more than 30% compared to the forecast in March. Key Growth Drivers: - Strong AI Investment: Driving growth in HBM demand. - Advancements in HBM Technolog...
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