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Image source: Getty Images. 2. ASML. While TSMC manufactures semiconductor chips, ASML Holdings (NASDAQ: ASML) is the company that makes the equipment that it and other foundries use to ...
Some of the biggest AI winners have been in the semiconductor sector, ... The company continually has raised its data center GPU revenue forecast for 2024. It originally expected data center GPU ...
AMD still trails front-runner Nvidia, which commands about 80% of the AI semiconductor market. Su raised the forecast for AI chips, which are included in the data center segment, by half a billion ...
After AI had its “iPhone moment” with the release of ChatGPT in late 2022, leading stocks in the space have seen phenomenal returns. For example, NVIDIA (Nasdaq: NVDA) gained 239% in 2023 and ...
AI will continue to drive the chip stocks higher in early 2025 before investor interest shifts, BofA says. Analysts see upside for auto and industrial chipmakers as global growth spurs inventory ...
(Reuters) -Semiconductor stocks in the United States and Asia fell after chip equipment maker ASML cut its annual sales forecast over weak non-AI chip demand while a report said the Biden ...
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