How Big Is the AI Accelerator Market? AMD, Broadcom, Nvidia, SK Hynix, TSMC
AMD estimates AI Accelerators will reach US$500bn by 2028 ($45bn in 2023). Accelerators increased by 150% in 2024, $113bn. Based on TSMC CoWoS,...
792 Views
All Is Not Well in Tech Sector, AI Growth Slows, TSMC Expensive. Samsung, SK Hynix More Attractive.
Difficult juncture for âAsia Tech. Consumer and Enterprise segments are flattish; stocks have underperformed. AI is the only growth driver, growth...
551 Views
Earnings Preview (Nvidia and Marvell)
Itâs about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
520 Views
Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
âTaiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
658 Views
Marvell Earnings
Results look fine, the market is not digging it. I think a closer look makes sense. The market didnât like this, but I thought, looking through the...
503 Views