Amid Donald Trump's Concerns About Taiwan's Rising Chip Business, Jensen Huang Praises TSMC For Its Unquestionable Innovation — Vows Nvidia's Support For The Incoming US Administration
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
How Humanoid Robots and AI Will Change the Workforce
Apple is intensifying the development of AI Chips, which may completely end the decades-long unpleasant relationship with NVIDIA.
Apple is intensifying the development of its own AI Chip to reduce reliance on third-party developers, which could ultimately lead to the complete end of its already unpleasant cooperation with NVIDIA that has lasted for decades. In November 2020, Apple announced the launch of its self-designed chip M1 specifically for Mac computers, effectively severing ties with Intel. Now, Apple seems to be preparing to reduce its dependence on another third-party developer, NVIDIA. Currently, Apple is still cooperating with NVIDIA to support many features behind Apple Intelligence. However, interestingly, Apple is not
TSMC Stock Poised for Best Year in 25 Years - A Top Pick for 2025
On December 24, the top 20 stock trades in the US saw Apple reach a record high for the third consecutive day, with a Market Cap surpassing 3.9 trillion USD.
On Tuesday, Tesla topped the U.S. stock market with a 7.36% increase, trading at 26.157 billion USD. It is reported that the Tesla Shanghai energy storage super factory is nearing completion, expected to be finished by the end of this year, likely to surpass its vehicle super factory construction speed, achieving the entire process from starting to completion in just 7 months. On May 23 of this year, the Tesla energy storage super factory broke ground in Shanghai Lingang Holdings. After the groundbreaking ceremony, Shanghai Lingang Holdings Economic Development (Group) Co., Ltd. signed a contract with Tesla for the first batch of super-large electrochemical commercial energy storage systems Megapack in China. A relevant person in charge at Tesla stated in an interview that,
Market Analysis: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry
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What to Invest in the AI Theme in 2025
Taiwan Semiconductor becomes the darling of the AI era, with its stock price reaching a historic high during trading.
① Taiwan Semiconductor's stock price reached a record high during Tuesday's trading, with a cumulative increase of over 82% this year; ② Analysts point out that due to the enhanced demand in the Global market for investments in Taiwan Semiconductor, its key role among Semiconductors and AI suppliers continues; ③ Taiwan Semiconductor expects a 36% growth in sales for the quarter ending in December, with a gross margin of 58.3%, the highest quarterly level since 2022.
TSMC Shares Touch Record High, Eying Best Year Since 1999 On AI
O3 proves that AI has not slowed down, Taiwan Semiconductor becomes the "best choice," and stock prices move toward a historical new high.
The analysis suggests that the O3 model proves that AI has not slowed down, and without having to pick winners or technologies, Taiwan Semiconductor is the best way to participate in the AI theme, and the valuation is reasonable.
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Express News | Shares of Semiconductor Companies Are Trading Higher After the United States Said It Is Opening an Investigation Into China's Policies for the Semiconductor Industry
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