ASICs are booming, and Technology giants are competing for the 3-nanometer project! Morgan Stanley: Taiwan Semiconductor will participate in all production, and World Semiconductor has even greater potential for growth.
Morgan Stanley believes that the ASIC market size is expected to reach $30 billion by 2027. Currently, several key 3nm projects are nearing finalization. Analysts expect that the tape-out of Heshin Electronics' 3nm project in early 2025 will serve as a strong catalyst for the stock price, helping to alleviate investors' concerns over competition from Marvell in the 3nm project.
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"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's
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Puyin International: The AI wave of 2025 will redefine the Global Technology future.
The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.
Broadcom (AVGO.US) is on fire! Driving global funds to flow towards AI ASICs single-handedly.
Broadcom, the absolute leader in the field of AI ASIC and Ethernet Switch chip, attracts Global funds to flow into the investment Sector related to AI ASIC, thanks to its strong performance and outlook.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
Top Gap Ups and Downs on Friday: AVGO, TSM, ANET and More
Express News | PHLX Semiconductor Index up 3.89%; Broadcom up 21%, crosses $1 trillion market valuation.
US stock market changes | Advanced manufacturing process will welcome another L Taiwan Semiconductor (TSM.US) pre-market rise of over 3%.
On Friday, Taiwan Semiconductor (TSM.US) rose over 3% in pre-market trading, reaching $197.34.
TSMC Says First Advanced U.S. Chip Fab 'Dang Near Back' on Schedule. Here's an Inside Look.
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"Silicon Valley elites + billionaires" gather in Washington! How will they "influence" Trump 2.0?
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