Two major developments have put AI on a new course: chip shortages during the COVID pandemic made chips a political topic while the software breakthroughs of OpenAI and other large language models sparked a race in generative AI. Let’s start with the hardware story.
As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in virtually every sector of the global economy.
Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.
· 5d · on MSN
Why AI Chip Stocks Nvidia, Taiwan Semiconductor Manufacturing, and Arm Holdings Rallied Today
Nvidia’s stock rallies as AI chip trade reloads for fresh run higher
Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.
· 3d · on MSN
Nvidia, chip stocks pop after Foxconn reports record revenue
The semiconductor industry stands at a pivotal moment as we enter 2025. For investors seeking to capitalize on this technological revolution, here's an analysis of the most promising semiconductor stocks for the year ahead.
Emerging-market stocks fell for a second day Thursday, pressured by dollar strength and US plans to extend curbs on artifical-intelligence chip exports.
In other words, history says the Nasdaq could advance 16% in 2025, but most Wall Street analysts see even more upside in Nvidia ( NVDA -0.02%) and Lam Research ( LRCX -0.62%), two companies that reset their soaring share prices by completing 10-for-1 stock splits in 2024.
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO),
Tech leaders are urging Biden not to finalize a new rule that will add export controls on AI, citing concerns it is overbroad and could diminish the U.S. dominance in that sector.
HBM, Micron and Singapore
· 1d · on MSN
Singapore strengthens AI edge with Micron’s $7B investment in HBM
· 1d · on MSN
Singapore slots itself into the HBM supply chain—key to the AI boom—with a $7 billion Micron investment
Micron Breaks Ground on New HBM Advanced Packaging Facility in Singapore
The new HBM advanced packaging facility will be the first facility of its kind in Singapore. Operations for the new facility are scheduled to begin in 2026, with meaningful expansion of Micron’s total advanced packaging capacity beginning in calendar 2027 to meet the demands of AI growth.
We recently compiled a list of the 12 Best Technology Stocks to Invest In for the Long Term. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is all set for full-capacity production in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.
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