650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
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Intel is spinning into five separate companies
Intel is spinning into five independent companies ultimately.
Will Intel go bankrupt?
Professionally speaking, it is impossible for Intel to go bankrupt. The reason is because of the existence of Microsoft. As long as Microsoft’s Windows exists, Intel cannot go bankrupt.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
Four chip companies account for one-third of S&P 500 gains so far this year
As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.
Why is AMD’s performance so jaw-dropping?
The market has strong demand for artificial intelligence chips, and AMD’s newly released artificial intelligence chip MI 300 series products are regarded as another option to break Nvidia’s monopoly in this area, and have won immediate purchase order from several of the largest customers in the market.
How does the ubiquitous Arm make money?
Without Apple, there would be no Arm
Excluding top tech behemoths, US market grew almost zero in 2023
the U.S. stock market will have zero growth in 2023 excluding the tech behemoth. Among them, the magnificent 7 is the most critical and are also the protagonists of this article.
The reasons for Nvidia’s monopoly and the challenges it faces
Nvidia will continue to focus on the field of artificial intelligence chips