Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

The U.S.-China chip war continues during the election year, and semiconductor factories are at risk of gambling

大選年美中晶片戰持續開打 半導體廠陷博弈風險｜FOCUS午間新聞 20240115 @tvbsfocus

https://m.youtube.com/watch?v=qDnz2i3Be-I

[behappyalways]

China Sidesteps Nvidia Chip Ban As Military, Government Acquire Powerful H100s
https://www.zerohedge.com/technology/ch ... rful-h100s

[behappyalways]

The reason for explosion in ASML backlog is flood of Chinese orders to frontrun Biden sanctions on EUV orders; China has ordered several years worth of "demand" in last 3 quarters as crackdown on Chinese imports started
https://twitter.com/zerohedge/status/17 ... 0809791668

[behappyalways]

Compare $NVDA vs $AMD from the last reported quarter:
https://twitter.com/The_AI_Investor/sta ... 9433121813

[behappyalways]

How’s the China chip export ban going?
https://twitter.com/kyleichan/status/17 ... 0414551201

[behappyalways]

The "subsidy" for setting up chip factories in the United States is ten cents per dollar!
Who benefits from the chip war between China and the United States?
And who cries in the end?!

美國晶片設廠給"補貼" 要一塊給一毛!!! 中美晶片戰爭 誰得利?又是誰哭到最後?!｜20240206｜ @inewsplus

https://m.youtube.com/watch?v=c5zd73Skbh4

[behappyalways]

Nvidia $NVDA vs Intel $INTC: 2014 to today
https://twitter.com/StockMKTNewz/status ... 7815652791

[behappyalways]

Flash memory prices are rising and set to rise further this year.
https://twitter.com/Mayhem4Markets/stat ... 9145252149

[behappyalways]

Nvidia rival Cerebras says it's revived Moore's Law with third-gen waferscale chips
https://twitter.com/Mayhem4Markets/stat ... 9853321630

[winston]

These Stocks Are Soaring (and Should Keep Moving Higher)

by Brett Eversole

Semiconductor stocks are soaring. That might scare off the investors dreading a reversal. But stocks that move higher tend to keep moving higher – and history shows that’s true for this sector, too.

This rocket ship can keep rising… And it’s a corner of the market you should consider owning today.

Source: DailyWealth.com

https://dailytradealert.com/2024/03/20/ ... ng-higher/