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10.12.24 - 09:12
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Challenges in developing semiconductor industries in emerging countries (Digitimes)
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In response to the semiconductor shortages caused by the pandemic and the ongoing tensions between the US and China, countries have increasingly focused on strengthening their semiconductor and AI industries. This push is driven by a desire to enhance security and achieve greater self-sufficiency. Consequently, there has been a growing interest in industry events like Computex and SEMICON Taiwan over the past two years....
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09.12.24 - 14:45
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Chipmarkt wächst stark und ist auf Rekordkurs (DZ Bank)
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Nach einem schwachen Vorjahr befindet sich der globale Chipmarkt im Jahr 2024 auf Rekordkurs. Im Oktober verzeichnete er zudem das zweithöchste Wachstum seit April 2022. Wichtigster Teiber sind unverändert die stark anziehende Verbreitung von Anwendungen auf Basis von Künstlicher Intelligenz (KI) sowie die hohe Nachfrage nach Chips für das Hochleistungsrechnen (High Performance Computing). Dieser positive Trend dürfte sich in den kommenden Quartalen fortsetzen...
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08.12.24 - 19:00
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Forget Semiconductors. These 2 AI Software Stocks Just Starting to Heat Up (24/7 Wall St.)
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The semiconductor stocks have had an incredible run, but as the AI revolution moves further down the stream to some of the software names, a new slate of winners may be minted in the new year. Undoubtedly, AI hardware (think custom accelerators and GPUs) and the other ingredients that go into AI data centers (high-performance […]
The post Forget Semiconductors. These 2 AI Software Stocks Just Starting to Heat Up appeared first on 24/7 Wall St.....
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06.12.24 - 19:36
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Taiwan Semiconductor (TSM) Price Prediction and Forecast (24/7 Wall St.)
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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), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing […]
The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St.....
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