J.P. Morgan: It is expected that Broadcom (AVGO.US) and more companies will follow NVIDIA into the CPO device field.

JPMorgan predicts that more companies will follow NVIDIA's lead and enter the field of co-packaged optical devices.

Zhitong Finance21:54 ET

Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.

Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.

wallstreetcn21:32 ET

Taiwan Semiconductor Shares Are Down Today: What's Going On?

Benzinga16:18 ET

Is Taiwan Semiconductor Gaining or Losing Market Support?

Benzinga15:45 ET

More Companies Expected to Follow Nvidia Into Co-packaged Optics: JP Morgan

Seeking AlphaMar 26 10:23 ET

TSMC's $165 Billion Bet On US Chip Manufacturing Raises Alarms In Taiwan Amid China Threat — Experts Warn Taipei Must Plan Beyond Its 'Silicon Shield'

BenzingaMar 25 23:29 ET