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かつてNVIDIAが「謎の半導体メーカー」と言われたことがありますが、TSMCもそろそろ「謎の工場」と言われるようになるかも。注目度が激上がりしているって意味で。工場を持たないメーカーのことをファブレス・メーカーと呼びますが、そういった組織からのオー ...
The pressure on semiconductor stocks has been dramatic, driving valuations down significantly in recent months. As a result, Broadcom and Nvidia are selling for 33 and 28 times forward earnings ...
First-quarter semiconductor results are expected to beat ... The analysts laid down two potential scenarios, which are modest tariff impact and dire tariff impact. Their modest scenario aligns ...
The sell-off for semiconductor stocks might not be over, according to BCA Research. Rising geopolitical risk between the US and China could seriously tank Nvidia ... economic impact from a ...
Despite Nvidia's rising earnings, I question the sustainability of this growth and highlight discrepancies in long-term revenue forecasts versus market share. Semiconductor stocks may capture a ...
Micron, Nvidia, and Taiwan Semiconductor lead sector gains as traders ... if high reciprocal tariffs remained in place. Are New Market Highs On The Horizon? “With US/China clearly on an ...
The deepening trade conflict between the U.S. and China heightened caution, applying downward pressure on the domestic market following ... (AI) semiconductor from Nvidia, to China.
Kristen Scholer delivers the pre-market update on April 16th Stocks are trading lower early Wednesday amid news from Nvidia regarding semiconductor ... anticipate the impact of the March retail ...
That was then followed up with an array of semiconductor ... alternative Nvidia products. Its new China-tailored slower variants--the A800 and H800--developed to cushion that impact are now ...
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