• AMD
• NVDA
• TSM

Where does the AI semiconductor ecosystem go from here?

The AI semiconductor ecosystem faces supply constraints and rising demand, particularly for inference chips, suggesting a bifurcated market for training and custom solutions by 2027.

• 000660
• NVDA
• TSM

NVIDIA 2025 GPU unit forecast raised at Mizuho

Mizuho's analysts have increased Nvidia's 2025 AI GPU shipment forecast due to improved supply chain capacity and production plans, expecting 6.5-7 million units to be shipped.

• 000660
• 6857
• 8035
• AXJO
• CSI300
• HK50
• KS11
• MU
• SSEC
• TOPX
• TSM

Asian stocks rise as China cheer persists; Tech tracks US rally

Most Asian stocks rose, led by tech and chipmakers, buoyed by strong earnings from Micron and China's stimulus measures, alongside regional market optimism.

• 005930
• TSM

TSMC, Samsung consider building chip factories in UAE, WSJ reports

TSMC and Samsung are exploring $100 billion chip projects in the UAE, focusing on increasing global chip production and addressing geopolitical concerns over technology transfers.

• AAPL
• NVDA
• TSM

Taiwan exports hit record in August on AI, U.S. reaches record again

Taiwan's exports reached a record high of $43.64 billion in August 2023, driven by AI chip demand, surpassing expectations and marking ten consecutive months of growth.

• DELL
• INTC
• TSM
• WDC

Intel should exit the foundry business, Citi says

Intel updates on cost-saving, manufacturing strategy, and foundry revenue expectations. Analysts maintain a Neutral rating amid sluggish PC market and challenges in foundry business.

• KS11
• NDX
• QQQ
• SOX
• TSM

Risk-reward for chip stocks 'unattractive', selloff may continue: BCA

BCA Research warns that semiconductor stocks, especially AI chips, have an unattractive risk-reward profile despite sales growth, underlying ongoing risks and disparities in performance.

• TSM

Taiwan’s overreliance on tech sector makes it vulnerable: BofA

Taiwan significantly influences the global tech sector, driving economic growth through semiconductors but faces risks from reliance on exports, energy issues, and skilled labor shortages.

• EWT
• TSM

BofA cautions against the risks associated with Taiwan's lack of economic diversification

• AAPL
• AVGO
• INTC
• NVDA
• TSM

Intel manufacturing business hits a roadblock as Broadcom tests fail - report