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Broker's Calls
DBS reminds AEM investors not to 'lose sight of the bigger picture' as it maintains 'hold' call despite new customer win
AEM is still highly dependent on its key customer
April 22, 2024
Asean
Asean exporters' recovery facing growing and multi-faceted competition from China: Maybank
Vietnam has the highest level of overlap
April 14, 2024
Artificial Intelligence
Intel unveils new AI accelerator in bid to challenge Nvidia
Gelsinger declined to give pricing but said that his chips would be 'a lot below' the cost of Nvidia's current and future chips
April 10, 2024
Semiconductor
TSMC gets US$11.6 billion in US grants, loans for three chip fabs
TSMC will construct a third factory in Phoenix, Arizona
April 08, 2024
Semiconductor
Samsung's profit rebounds with chip division improvement
The results underscore how demand for memory chips that power modern electronics is starting to rebound after a severe downturn
April 05, 2024
Semiconductor
Taiwan begins recovery from quake as TSMC resumes production
TSCM said there has been no damage to its most critical chip-making equipment.
April 04, 2024
US stocks
Nvidia traders find reasons to worry beyond sky-high stock price
Nvidia’s booming profits have kept a lid on its stock market valuation, but its price-to-profit ratio is on the rise again
March 26, 2024
Artificial Intelligence
Watch out for Nvidia's clones
Several companies are tailoring their business models to look like today’s leading star — Nvidia
March 21, 2024
Semiconductor
Nvidia looks to extend AI dominance with new Blackwell chips
Blackwell chips will be able to link with other chips and have a new way of crunching AI-related data that speeds up the process.
March 19, 2024
Semiconductor
Nvidia joins ongoing race in quantum-computing cloud services
Nvidia Quantum Cloud will first comprise a data centre stacked with AI chips and systems that together simulate a quantum computer
March 19, 2024