Tag #Semiconductors

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cnbc.com

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Feb 6, 19:08

Morgan Stanley Reiterates Nvidia as Top Pick Despite DeepSeek-Fueled Sell-Off

Morgan Stanley reaffirmed its overweight rating on Nvidia stock despite a recent sell-off triggered by Chinese AI startup DeepSeek, citing strong near-term demand and long-term leadership in the AI inference market. The analyst's $152 price target suggests a 22% upside, while Nvidia's stock is down ...

Morgan Stanley Reiterates Nvidia as Top Pick Despite DeepSeek-Fueled Sell-Off

Morgan Stanley reaffirmed its overweight rating on Nvidia stock despite a recent sell-off triggered by Chinese AI startup DeepSeek, citing strong near-term demand and long-term leadership in the AI inference market. The analyst's $152 price target suggests a 22% upside, while Nvidia's stock is down ...

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What is the immediate impact of DeepSeek's emergence on Nvidia's stock and near-term prospects?

Despite a recent sell-off in tech stocks fueled by Chinese AI startup DeepSeek, Morgan Stanley analyst Joseph Moore reiterated Nvidia as a top pick, citing strong near-term business and continued customer demand. Moore's $152 price target suggests a 22% upside potential. Nvidia's stock, while down 6% this year, has soared 85% over the past year.

welt.de

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Feb 4, 10:09

Infineon Q1 Results Exceed Expectations Despite Revenue Drop

Infineon's Q1 revenue fell 8 percent year-on-year to €3.4 billion, exceeding internal expectations despite weak demand; profit dropped over 50 percent to €246 million, but the company anticipates stable or slightly rising revenue for the rest of the fiscal year due to a weaker Euro and recovering de...

Infineon Q1 Results Exceed Expectations Despite Revenue Drop

Infineon's Q1 revenue fell 8 percent year-on-year to €3.4 billion, exceeding internal expectations despite weak demand; profit dropped over 50 percent to €246 million, but the company anticipates stable or slightly rising revenue for the rest of the fiscal year due to a weaker Euro and recovering de...

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What were the key factors influencing Infineon's financial performance in Q1, and what is the immediate impact on the company?

Infineon's Q1 results, while showing an 8 percent year-on-year revenue decline to €3.4 billion due to weak demand, exceeded internal expectations. Profit dropped over 50 percent to €246 million, avoiding a loss unlike the previous quarter.

cnbc.com

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Feb 1, 04:07

DeepSeek Controversy Causes $600 Billion Nvidia Stock Plunge

CNBC's Jim Cramer cast doubt on DeepSeek's claim of a low-cost AI model, suggesting the Chinese startup may have misled investors, causing Nvidia's stock to lose $600 billion in one day due to concerns about lower demand for its chips; a report from SemiAnalysis estimates DeepSeek's actual cost to b...

DeepSeek Controversy Causes $600 Billion Nvidia Stock Plunge

CNBC's Jim Cramer cast doubt on DeepSeek's claim of a low-cost AI model, suggesting the Chinese startup may have misled investors, causing Nvidia's stock to lose $600 billion in one day due to concerns about lower demand for its chips; a report from SemiAnalysis estimates DeepSeek's actual cost to b...

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How did the initial reports of DeepSeek's low-cost AI model contribute to the dramatic shift in investor sentiment toward Nvidia?

The controversy surrounding DeepSeek's cost claims highlights the intense competition and rapidly evolving dynamics within the AI chip market. Investor concerns stemmed from the potential for lower demand for Nvidia's chips if competitors could produce comparable models at significantly lower costs. This situation underscores the volatility inherent in the technology sector, where market valuations can shift dramatically based on perceived technological breakthroughs.

french.china.org.cn

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Jan 30, 07:07

ASML CEO Welcomes DeepSeek's AI Cost Reduction, Predicts Increased Semiconductor Demand

ASML CEO Christophe Fouquet lauded the cost-reducing potential of Chinese AI startup DeepSeek's technology on Wednesday, predicting increased semiconductor demand and long-term benefits for ASML following the release of 2024 financial results that exceeded expectations, causing an over 5% stock pric...

ASML CEO Welcomes DeepSeek's AI Cost Reduction, Predicts Increased Semiconductor Demand

ASML CEO Christophe Fouquet lauded the cost-reducing potential of Chinese AI startup DeepSeek's technology on Wednesday, predicting increased semiconductor demand and long-term benefits for ASML following the release of 2024 financial results that exceeded expectations, causing an over 5% stock pric...

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How will DeepSeek's cost-effective AI technology impact the semiconductor industry and ASML's market position in the near term?

ASML CEO Christophe Fouquet welcomed the rise of Chinese AI startup DeepSeek, stating that any technology lowering AI costs ultimately benefits ASML long-term. This follows ASML's 2024 financial results exceeding expectations, with shares rising over 5% on Wednesday.

cnn.com

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Jan 29, 07:07

Taiwan to Assess Aid for Semiconductor Industry Amid Trump's Tariff Threat

Taiwan's government will assess the need for aid to its semiconductor industry following President Trump's announcement of planned tariffs on imported chips, pharmaceuticals, and steel; Taiwan's trade surplus with the US hit a record $111.4 billion in 2024.

Taiwan to Assess Aid for Semiconductor Industry Amid Trump's Tariff Threat

Taiwan's government will assess the need for aid to its semiconductor industry following President Trump's announcement of planned tariffs on imported chips, pharmaceuticals, and steel; Taiwan's trade surplus with the US hit a record $111.4 billion in 2024.

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What immediate actions is the Taiwanese government taking in response to President Trump's proposed tariffs on semiconductors?

President Trump's planned tariffs on imported semiconductors pose a potential threat to Taiwan's semiconductor industry, prompting the Taiwanese government to assess the need for support programs for its domestic industry. The island is a crucial part of the global tech supply chain, with Taiwan Semiconductor Manufacturing Co. (TSMC) being the world's largest contract chipmaker. The Taiwanese government is closely monitoring the situation and will soon decide on any necessary assistance.

nos.nl

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Jan 29, 16:12

ASML Exceeds 2024 Turnover Expectations Amidst Chip Industry Challenges

ASML, a Veldhoven-based chip machine manufacturer, reported a 2024 turnover of €28.3 billion, exceeding the previous year's figures, despite industry headwinds from competitors and the emergence of a more efficient Chinese AI chatbot. The company anticipates a record-breaking 2025.

ASML Exceeds 2024 Turnover Expectations Amidst Chip Industry Challenges

ASML, a Veldhoven-based chip machine manufacturer, reported a 2024 turnover of €28.3 billion, exceeding the previous year's figures, despite industry headwinds from competitors and the emergence of a more efficient Chinese AI chatbot. The company anticipates a record-breaking 2025.

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What is the immediate impact of ASML's 2024 financial performance on the global chip industry and its outlook for 2025?

ASML, a Dutch chip machine maker, narrowly exceeded its 2024 turnover compared to the previous year, reaching €28.3 billion. The final quarter was exceptionally strong, offsetting a slowdown in growth predicted by the company. Orders in the last quarter reached €7 billion, the highest in a year, indicating a potential upswing.

cnbc.com

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Feb 5, 01:10

AMD Beats Q4 Earnings Expectations but Misses Data Center Target

AMD's Q4 2024 earnings beat expectations with $7.66 billion in revenue and $1.09 adjusted EPS, but missed data center sales projections, resulting in a 6% stock drop; the company projects strong double-digit growth in 2025.

AMD Beats Q4 Earnings Expectations but Misses Data Center Target

AMD's Q4 2024 earnings beat expectations with $7.66 billion in revenue and $1.09 adjusted EPS, but missed data center sales projections, resulting in a 6% stock drop; the company projects strong double-digit growth in 2025.

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What is AMD's outlook for future growth, and what factors are likely to drive it?

AMD's projection of strong double-digit revenue and EPS growth in 2025 suggests confidence in future performance. The company's data center AI franchise, already exceeding $5 billion in 2024 revenue, is poised for substantial expansion to tens of billions in the coming years, driven by increasing demand for its Instinct GPUs from major cloud providers like Meta and Amazon.

english.kyodonews.net

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Feb 3, 19:12

Ishiba to seek Trump's Japan visit amid China tensions

Japanese Prime Minister Ishiba will meet with U.S. President Trump this week to discuss strengthening the Japan-U.S. alliance amid rising security concerns, particularly China's military activity near Taiwan and the Senkaku Islands; Ishiba plans to invite Trump to visit Japan later this year.

Ishiba to seek Trump's Japan visit amid China tensions

Japanese Prime Minister Ishiba will meet with U.S. President Trump this week to discuss strengthening the Japan-U.S. alliance amid rising security concerns, particularly China's military activity near Taiwan and the Senkaku Islands; Ishiba plans to invite Trump to visit Japan later this year.

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How will the planned discussion of economic security cooperation affect the geopolitical dynamics in the region?

Ishiba's visit aims to solidify the Japan-U.S. alliance by establishing a strong personal relationship with Trump. This strategic move comes as China increases its military presence in the region, creating instability. The meeting will likely cover economic security cooperation in advanced technologies and energy, reflecting shared interests.

cnbc.com

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Jan 31, 04:09

Samsung Q4 Revenue Beats Estimates, but Profit Falls Amid Increased RD

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), but operating profit fell to KRW 6.5 trillion due to higher R&D expenses in its chip segment; the company expects a memory market recovery in 2025.

Samsung Q4 Revenue Beats Estimates, but Profit Falls Amid Increased RD

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), but operating profit fell to KRW 6.5 trillion due to higher R&D expenses in its chip segment; the company expects a memory market recovery in 2025.

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What is the most significant impact of Samsung's fourth-quarter results on the global technology market?

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), exceeding its own guidance. However, operating profit dropped sharply to KRW 6.5 trillion due to increased R&D expenses in its chip segment, falling nearly 30% quarter-on-quarter despite a 130% year-on-year increase. Samsung shares fell 2.2% following the report.

cnbc.com

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Jan 30, 01:07

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

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What were the key financial results that drove the significant after-hours stock price movements for major tech companies?

IBM shares surged 9% due to exceeding fourth-quarter expectations with adjusted earnings of $3.92 per share and revenue of $17.55 billion, surpassing analyst predictions of $3.75 per share and $17.54 billion respectively. Meta Platforms also saw a 5% share increase after exceeding earnings and revenue expectations.

nos.nl

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Jan 29, 16:12

ASML Exceeds 2024 Revenue Expectations Amidst Chip Industry Headwinds

ASML reported €28.3 billion in 2024 revenue, exceeding expectations despite industry challenges, with a record-breaking Q4 driven by €7 billion in orders and projecting €30-€35 billion in revenue for 2025.

ASML Exceeds 2024 Revenue Expectations Amidst Chip Industry Headwinds

ASML reported €28.3 billion in 2024 revenue, exceeding expectations despite industry challenges, with a record-breaking Q4 driven by €7 billion in orders and projecting €30-€35 billion in revenue for 2025.

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What are the key factors driving ASML's 2024 revenue performance and its implications for the global chip industry?

ASML, a Dutch chip machine maker, narrowly exceeded its 2024 revenue target, reaching €28.3 billion. The final quarter was exceptionally strong, with €9.3 billion in revenue—€1.8 billion above the previous record. This follows a predicted slowdown in growth from previous years.

faz.net

🌐 85% Global Worthiness

Jan 29, 19:11

Deepseek's AI Model Challenges ASML's Market Dominance

China's Deepseek unveiled a new AI model using fewer, older chips, posing a potential threat to ASML's sales; this follows existing geopolitical concerns, creating uncertainty about ASML's future growth, causing a temporary stock price drop but subsequent recovery.

Deepseek's AI Model Challenges ASML's Market Dominance

China's Deepseek unveiled a new AI model using fewer, older chips, posing a potential threat to ASML's sales; this follows existing geopolitical concerns, creating uncertainty about ASML's future growth, causing a temporary stock price drop but subsequent recovery.

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What is the immediate impact of Deepseek's new AI model on ASML's market position and revenue projections?

ASML, a Dutch chip machine manufacturer, faces a new threat from China's Deepseek, which developed an AI model requiring fewer and older chips. This could reduce demand for ASML's expensive machines, impacting sales and potentially jeopardizing the company's 2030 revenue target. The news caused a 10% drop in ASML's stock price, although it rebounded after a positive year-end report.

Showing 133 to 144 of 260 results