semiconductors

Latest news and analysis on semiconductors

Equities

A spotlight on Asia’s tech champions

Asia is home to key manufacturers crucial to the global AI supply chain.
Hugh Lam
Betashares
Education

Broadcom: the General Electric of the 21st century?

Broadcom behaves more like a private equity firm than tech company as such, leading to comparison between Jack Welch's GE of the 1990s.
+5
William Taylor
ETF Shares
Equities

DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?

DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia's expensive chips?
+4
Mark Gardner
MPC Markets
Equities

Turning Japanese...

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.
Kingsley Jones
Jevons Global
Asset Allocation

Where to for big tech, chip makers, AI & Life sciences? | Michael Frazis

Michael & I discuss a variety topics, from his fund’s 80% performance this year to his thoughts on navigating the tech & biotech sectors.
DRO
+6
Murdoch Gatti
York Wealth Management
Equities

Nvidia earnings: why investors are hitting the brakes despite big numbers"

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?
Sally Fang
Swell Asset Management
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
Funds

Why this fund manager's top AI position is in South Korea's leading memory chip maker

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.
Pieter De Weerdt
Antarctica Asset Management
Investment Theme

2 market-leading AI stocks yet to attract market-leading multiples

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...
+2
Alison Savas
Antipodes
Asset Allocation

Insights from Sunny Bangia on global markets, US housing, tech, AI & memory

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.
+8
Murdoch Gatti
York Wealth Management
Funds

Is it too late to invest in AI?

Valuation - the key to investment
+3
Alex Pollak
Loftus Peak
Funds

Nvidia’s AI world awaits

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.
+5
Alex Pollak
Loftus Peak
Funds

Separating fact from FICTA

Large language models shrink, and become more useful
+5
Alex Pollak
Loftus Peak
Equities

The chink in Nvidia’s armour that everyone missed

Like all good investments, the devil's in the details.
Charles Ormond
Fat Tail Investment Research
Equities

Why I like these Crazy-Eight China A-Shares

The collapse of China chatter seems overcooked. The China A-share market now looks like a screaming buy, so I list my Crazy-Eight top picks.
Kingsley Jones
Jevons Global
Equities

There's peril and promise in generative AI

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.
+6
Kym Sheehan
Livewire Markets
Macro

Japan’s inflation revolution

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Macrobond Financial
Macrobond Financial
Equities

Artificial intelligence opens a generational opportunity for chipmakers

As AI expands, new computing infrastructure will be needed and sigificant investment in AI chips, memory and networking gear.
+1
kanish chugh
kanish chugh
Global X ETFs
Funds

AI returns continue to roll

Semiconductor rebound drives performance
Alex Pollak
Loftus Peak
Equities

12 stocks Loftus Peak is backing in the AI "arms race"

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.
+8
Ally Selby
Livewire Markets
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