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Taiwan Semi sees bullish views at GF ahead of earnings [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
The firm maintained its Buy rating on the shares. TSM — which produces chips Tech Trends That Matter Get fast, focused updates on the innovations, market shifts, and trends shaping the tech world. Subscribe to Tech Daily Sign Up Quick Insights GF Securities raised the target due to expectations of strong gross margins, higher revenue guidance, high utilization and pricing on advanced nodes, price premiums from AI customers, and continued strength in AI, networking, and server demand outweighing smartphone weakness. Strong AI/HPC demand, especially for AI accelerators and premium Apple, Nvidia, and Google chips, is expected to keep utilization high, drive revenue growth, and support high margins through price premiums and advanced packaging for Node N2/N3 technologies. Potential headwinds include reduced Android smartphone wafer orders and a trim in Nvidia Rubin's volumes, but these are said to be more than offset by AI and Apple demand, with overall UTR expected to
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- Nvidia Shares Near Level Where Technical Traders See a Breakout [Yahoo! Finance][Yahoo! Finance]
- Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution [Yahoo! Finance][Yahoo! Finance]
- The Wrong Reason TAO Is Rallying [Seeking Alpha][Seeking Alpha]
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