U.S. Faces Pushback On More China Chip Curbs As Election Nears; People Familiar With Meetings Describe Pushback On Chips Curbs
Benzinga · 2d ago
What's Ahead for Nvidia ETFs?
NASDAQ · 2d ago
What's Going On With Key AI Stocks AMD, Intel, Nvidia On Friday?
China has ordered major telecom carriers to phase out foreign processors in its telecom systems by 2024. The move will impact American chip giants Intel and AMD. The East Asian country retaliated against U.S. Semiconductor sanctions by eliminating foreign technology from its systems. China set the deadline for 2027.
Benzinga · 2d ago
If You Can Only Buy One Semiconductor Stock in April, It Better Be One of These 3 Names
NASDAQ · 3d ago
Noteworthy ETF Inflows: SMH, TSM, QCOM, TXN
NASDAQ · 3d ago
Tap Taiwan Semiconductor Growth With These ETFs
NASDAQ · 3d ago
Tailwinds In Tech
William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.
Seeking Alpha · 3d ago
Nvidia Eyes Continued Leadership in $90B Accelerator Market, Despite Recent Dip: BofA Analyst
BofA analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of 1,100. Nvidia is down about -11%, underperforming the SOX and SPX since an all-time high of $950 on March 25.
Benzinga · 4d ago
Risk-On Sentiment Persists, Defying Gravity - And Logic?
Home Market Outlook Today's Market Risk-On Sentiment Persists, Defying Gravity - And Logic? James Picerno says bullish enthusiasm remains strong, based on prices through Apr. 8, 2024. One area that’s conspicuously bearish, still, is the US Treasury market.
Seeking Alpha · 4d ago
Taiwan Semi Clocks Double-Digit Q1 Revenue Growth, Eyes Robust 2024 Amid AI Boom
Taiwan Semiconductor Manufacturing Co reported a 16% growth in first-quarter revenue to NT$592.6 billion ($18.5 billion) The key chipmaker's quarterly revenue grew faster than expected due to surging demand for artificial intelligence applications. TSMC expects to return to solid growth in 2024.
Benzinga · 4d ago
Traders Brace For Inflation Data, June Rate Cut Hopes Hang By Thread: 10 ETFs That Could Be Volatile Wednesday
Annual Consumer Price Index inflation rate for March is expected to rise to 3.4%, up from 3.2% in February. The Bureau of Labor Statistics will release the March inflation data on Wednesday. The most recent inflation report for February came in hotter than expected at 3.8%.
Benzinga · 5d ago
Eclipsed: Energy, Grids, Infrastructure, And Innovation
Jennifer Warren: The eclipse of April 8 reflects a diverse energy mix and the grid dynamics of a low-carbon transition in Texas. Solar power generation peaked before the eclipse and natural gas continued to be a dominant source of energy. The Texas ERCOT grid highlights the challenges of decarbonization and the need for creativity and innovation in the energy sector. North America is a major beneficiary of the growth of natural gas and LNG.
Seeking Alpha · 5d ago
Weekly Report: what happened at SMH last week (0401-0405)?
Weekly Report · 6d ago
What's Going On With Taiwan Semi Stock On Monday?
Taiwan Semiconductor Manufacturing Co has committed to over 60% increase in its U.S. Investment. TSMC plans to construct an additional, third chip manufacturing facility in Phoenix, Arizona, slated to become operational by 2030. The company has also committed to achieve 60% local procurement in Japan.
Benzinga · 6d ago
Taiwan Semi, A Key Supplier To Nvidia and Apple Springs Back To Action After Taiwan Earthquake
Taiwan was hit by a 7.2-magnitude earthquake on Wednesday. TSMC resumed construction work in earthquake-affected Taiwan after a brief halt for inspections. The quake is the most significant seismic event in the last 25 years. The world's largest chip maker evacuated its factories.
Benzinga · 04/05 12:03
Global semiconductor sales jump 16.3% in February: SIA
Global semiconductor industry sales for February 2024 jumped 16.3% year-over-year to $46.2 billion. However, sales fell 3.1% compared to the February 2023 total of $47.6 billion. Semiconductor sales in February increased by the largest percentage since May 2022.
Seeking Alpha · 04/04 17:39
Semiconductor Supply Chain Fears: Counting The Cost Of Taiwan's Earthquake
Taiwan's powerful earthquake on Wednesday killed nine people and injured at least 934. The 7.4 magnitude earthquake struck near the epicenter of the quake. The country's leading producer of semiconductor chips is Taiwan Semiconductor Manufacturing. The market reaction to the quake was muted with investors in the U.S. Unfazed.
Benzinga · 04/03 18:55
Nine Align; Benign? Nein!
Seeking Alpha · 04/03 17:45
U.S., EU To Use AI To Seek Alternate Chemicals For Making Chips
Benzinga · 04/03 15:13
What's Going On With Key Nvidia Supplier Taiwan Semi Stock Wednesday?
Taiwan was hit by a powerful 7.2 magnitude earthquake on Wednesday. Taiwan Semiconductor Manufacturing Co (TSM) evacuated its factories after the quake. TSMC is the world's leading contract chipmaker. The earthquake is the most significant in 25 years. TSM stock is trading lower Wednesday.
Benzinga · 04/03 12:00
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