UBS Neutral on EM Stocks; Favors Tech in China, S. Koreaby Mark Eisenberg 24.06.2024UBS neutral on EM stocks due to political risks but favors AI-related tech stocks in Taiwan and South Korea, and ...
ByteDance Partners with Broadcom for AI Chip Supply amidst U.S. Banby Mark Eisenberg 24.06.2024ByteDance partners with Broadcom to develop a cutting-edge 5nm AI chip, aiming to secure a reliable supply amidst U.S. export ...
Rolls-Royce Unveils Zero-Emission Micro-Reactor Technologyby Lilu Anderson 23.06.2024Discover Rolls-Royce's groundbreaking Micro-Reactor, a compact, zero-emission nuclear power source poised to transform energy use across industries.
Morgan Stanley Boosts TSMC Price Target Amid Apple AI Demandby Mark Eisenberg 18.06.2024Morgan Stanley raises TSMC price target to NT$1,080, citing rising AI chip demand from Apple and positive long-term outlook despite ...
AI Advancements Propel TSMC in 3nm Chip Dominanceby Lilu Anderson 16.06.2024TSMC's 3-nanometer chip dominance challenges Samsung; demand surpasses supply with Intel eyeing TSMC for new CPUs, orders booked till 2026.
Asian Chipmakers Stumble as TSMC Drops 6% amid Demand Concernsby John Darbie 24.04.2024Tokyo Electron Ltd., a third-party advertiser in Japan, serves as an example, like NVIDIA Corporation, showcasing the importance of transparency.
TSMC Forecasts Surge in AI Revenue, with a Catchby John Darbie 24.04.2024TSMC, the leading foundry market leader, predicts a gradual recovery this year. The company expects AI accelerator revenue to grow ...
Arm Holdings Stock Plunges: What Investors Need to Knowby Mark Eisenberg 23.04.2024As of 3:18 p.m. ET, Arm's shares were down 14.5%. However, price-to-sales may not be the best indicator of its ...
Taiwan Semi: Analyzing the Stock’s Performanceby Terry Bingman 21.04.2024Taiwan Semiconductor's success in the first quarter, driven by AI, positions them well in the AI market. Analysts believe the ...
Mideast Flare-Up Spooks Markets: Oil and Copper Surgeby Terry Bingman 21.04.2024Stocks sank and bonds rallied as geopolitical tensions overshadowed second-tier data. Iran, the third-largest OPEC oil producer, experiences a 16% ...