Today's Analyst Rating | Itau Unibanco Upgrades Apple to Hold, NVIDIA Price Target Raised to $175 by Cantor Fitzgerald

Moomoo NewsJul 1 09:00 ET · Ratings

Intense capital expenditure in the chip industry chain! Taiwan Semiconductor and Hynix are expanding production significantly.

Taiwan Semiconductor's capital expenditures are expected to reach $36 billion in 2025, the second highest in history, mainly for the research and production capacity expansion of the most advanced processes such as 2nm. SK Hynix of South Korea plans to invest as much as $74.8 billion by 2028, of which 80% will be used for research and production of HBM chips.

wallstreetcnJul 1 08:53 ET

Jibang Consulting: Server demand will show a growing trend, with an estimated increase in shipments of 4-5% in the third quarter.

According to TrendForce's observation, server demand will show a growth trend from the second to the third quarter, with Enterprise OEMs' shipments driving the most significant growth, including Dell, HPE and Lenovo all benefiting significantly.

Zhitong FinanceJul 1 01:50 ET

Market Chatter: TSMC Gets Ministry's Nod for Overseas Investments Worth $10.26 Billion

MT NewswiresJun 28 01:40 ET

Rain AI poaches apple chip experts to accelerate the development of ai chips.

Rain AI has hired a chip executive from Apple to lead its hardware engineering, the second executive hired by the start-up this month as it attempts to design new semiconductors for AI.

Zhitong FinanceJun 27 23:22 ET

Top Gap Ups and Downs on Thursday: MU, SONY, ZTS and More

Moomoo NewsJun 27 19:32 ET