Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.
①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.
European Chip Stocks Rise After Micron Technology Results -- Market Talk
Bain: The surge in demand for ai may once again sound the 'alarm' for chip shortages.
A report from Bain shows that the demand for semiconductors centered on AI and devices supporting AI, such as smart phones and laptops, is surging, which may lead to the next round of global chip shortages.
Shares of Semiconductor and Chip Stocks Are Trading Higher Following Strong Earnings From Micron.
Edge Impulse Collaborates With STMicroelectronics to Develop New Capabilities for Edge AI Deployments
STMicroelectronics Unveils New Generation of Silicon Carbide Power Technology Tailored for Next-generation EV Traction Inverters
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102702622 : I am looking to buy around $23-24.
102172027 : Yes. Buy and Hold from now.