Nu al Black Friday voor chipsector

Groeiaandeel #Nvidia werd na een stijging van 5 procent gisteren op #Wall Street van de hand gedaan en veroorzaakte een verkoopgolf in de #chipsector. Dit en meer vandaag in ons #beursbericht.

Wall Street stocks ease, chip sector wobbles after China sales deal - Reuters Wall Street stocks ease, chip sector wobbles after China sales deal  Reuters

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Wall Street stocks ease, chip sector wobbles after China sales deal - Reuters Wall Street stocks ease, chip sector wobbles after China sales deal  Reuters

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China stuwt chipsector vooruit in wereldwijde techoorlog Key takeaways De Chinese halfgeleiderindustrie zal naar verwachting aanzienlijk groeien en Taiwan in termen van chipcapaciteit in 2030 voorbijstreven. Deze groei is te danken aan het ambitieuze streven van Peking om zelfvoorzienend te worden op het gebied van chips, ondanks de technologische beperkingen die door de Verenigde Staten worden opgelegd. Volgens de Yole Group, een […]

China stuwt chipsector vooruit in wereldwijde techoorlog #China #Chipsector #Technologie #Halvegeleiders #Innovatie

»#SouthKorea announces over $23 billion for #chipsector as #Trump #tariffs on #semiconductor imports loom.« https://www.cnbc.com #tech #media #news

Citi remains positive on chip sector despite recent weakness, stresses AI strength Investing.com -- Citi maintains a positive view on the U.S. chip sector, highlighting continued strength in the AI space and an anticipated rebound in the analog market. The Wall Street giant projects a substantial increase in AI spending, forecasting a 50% year-over-year (YoY) growth by 2025, led by tech giants like Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), and Amazon (NASDAQ:AMZN). This exceeds Citi’s earlier estimate of a 40% YoY increase, following higher capital expenditures (capex) from Meta and Amazon, alongside Stargate’s commitment to a $100 billion data center investment. The firm’s strategists believe this trend bodes well for AI-related stocks, especially Nvidia (NASDAQ:NVDA), Micron (NASDAQ:MU), Marvell (NASDAQ:MRVL) Technology, and Broadcom (NASDAQ:AVGO). In the analog semiconductor space, Citi identifies Texas Instruments (NASDAQ:TXN) as its top pick, citing a potential recovery driven by a resurgence in the industrial end market, which accounts for approximately 35% of analog sales. The bank expects analog companies’ quarterly earnings per share (EPS) to surge by about 70% by the second half of 2026. Citi’s other favored stocks in this category include Microchip Technology (NASDAQ:MCHP), Analog Devices (NASDAQ:ADI), and NXP Semiconductors (NASDAQ:NXPI). While forecasting continued weakness in auto-related sales, which account for about 45% of analog semiconductor revenue, Citi believes this will be balanced by a recovery in industrial demand and seasonal strength in the consumer and data center segments. For Micron, its top pick within the chip sector, Citi said it expects a recovery in commodity Dynamic Random-Access Memory (DRAM), starting in the second quarter of 2025. “We continue to believe that DRAM pricing should improve beginning in 2Q25 and the DRAM market will recover given supply/demand dynamics for C25 and increasing high bandwidth memory (HBM) revenue,” strategists said. Spot pricing for DRAM has already seen a 14% increase year-to-date, marking the largest rise since the first quarter of 2024. Overall, Citi forecasts total semiconductor sales to rise 13% year-over-year in 2025, increasing from $627.6 billion in 2024 to $709.8 billion, driven by a 13% increase in units and a 1% rise in average selling prices.

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Investors are eyeing Malaysian tech stocks as AI models like DeepSeek offer cheaper alternatives, while the country’s chip sector navigates US export restrictions. 🌏💻📉 #Malaysia #TechStocks #AI #DeepSeek #ChipSector #Investing #USExportRules #TechNews #AIRevolution

DeepSeek schudt niet alleen chipsector maar ook energiesector op

www.transport-online.nl/73603/deepse... #AI #AIApps #China #chipsector #datacenters #DeepSeek #energiebedrijven #Nvidia