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Nvidia, Advanced Micro Devices, Broadcom Shares Gain Amid Tariff News
Express News | Tech Giants to Adopt TSMC's SoIC Technology for New Chips
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Overview of international financial hotspots from last night to this morning _ March 25, 2025 _ Financial news
For more global financial News, please visit 7×24 hours real-time financial news. Market close: US stocks closed higher, Nasdaq rose by 2.3%, and Trump's stance on tariffs softened. On March 24, the top 20 trading volumes of US stocks: Tesla surged by 11.9%, achieving the best performance in four months. On Monday, China Concept Stocks had mixed results; Taiwan Semiconductor rose by 2.51%, while New Oriental fell by 5.26%. The WTI Crude Oil in the US closed up 1.2% on Monday, spot Gold fell by 0.3%, once approaching the psychological threshold of $3000. European stock markets fell as optimism around US tariff measures faded. In macro news, Trump indicated that automobile tariffs are imminent, hinting at a focus on.
Intel CEO's Plan May Focus on Design, Getting Nvidia, Broadcom as Foundry Customers: UBS
Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead
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