No Data
Express News | AMD Announces Production Ramp of Next-Generation AMD Epyc Processor “Venice” on TSMC 2Nm Process Technology
Huaxi Securities: AI development is driving significant growth in SiC demand, with SiC substrate and equipment companies expected to benefit substantially.
Demand related to AI significantly exceeds that of traditional markets such as automotive-grade applications, and SiC is poised to become a new focal point in AI.
Intel CEO Is Building A 'New Intel' That Works At 'Speed Of Light'
Overnight U.S. Markets | Trump Says U.S.-Iran Talks Enter Final Stage; Dow Reclaims 50,000 Mark; NVIDIA (NVDA.US) Q1 Earnings Beat Estimates but Shares Drop 1.6% After Hours
The Dow Jones Industrial Average rose 645.47 points, or 1.31%, to 50,009.35; the Nasdaq Composite gained 399.65 points, or 1.54%, to 26,270.36; and the S&P 500 increased by 79.31 points, or 1.08%, to 7,432.92.
Nvidia Earnings Prediction Market Preview: What Will Jensen Huang Say?
The AI supercycle is reshaping the global chip supply-demand landscape! ASML Holding's latest outlook reinforces the long-term bullish case for semiconductor stocks.
The core contradiction in the global semiconductor industry is shifting from past 'demand cycle volatility' to a situation where the pace of capacity expansion driven by AI computing infrastructure is outstripping the expansion rates of semiconductor equipment, wafer fabrication plants, and advanced packaging and testing facilities.
71844833 : TSM is at full capacity. TSM can't take any new orders till 2028.