🌎#AMD #chip #marketsize
AMD wins nearly a third of processor market — Mercury Research (report)

Intel - still 1
AMD - 2
ARM - 3

#INTC

🌎#chip #ai #ChatGPT
ChatGPT and other AI-bots boost demand for high-performance memories (HMB)

in the mid- to long-term, experts predict that the development of AI-specific DRAMs such as HBM will make a big change in the semiconductor industry

#NVDA #AMD #INTC

⚠️🇺🇸#chip #tax #us #ChipsAct
the Biden administration will require companies winning funds from its $52B US semiconductor manufacturing and research program to share excess profits

#buyback companies winning funding are also prohibited from using chips funds for dividends or stock buybacks

#china US Chips Act fund recipients must agree not to expand capacity in China for 10 years

💥#INTC

⚠️🇺🇸🇨🇳#chip #us #china #restrictions #CHIPSAct
Biden administration is set to unveil tight restrictions on new operations in China by semiconductor manufacturers that get federal funds - CHIPS Act — BBG

Intel (#INTC), Samsung and TSMC (#TSM) may lose more growth due to guardrails

⚠️🌎#chip #world #macro
BofA: indicator of demand for memory chips = min since 2019

⚠️🌎#chip #world #macro
global semiconductor sales continued to slow — SIA

#marketsize

⚠️🇹🇼#chip #taiwan #geopolitics
US intelligence has allowed for the possibility of chip production being halted in Taiwan in case of a conflict. It is estimated that the global economy would lose up to $1T per year as a result

#economy #world

🇺🇸🇰🇷🇹🇼🇨🇳#us #chip #skorea #taiwan #china
US to allow South Korean, Taiwan chip makers to keep operations in China — WSJ

⚠️🌎#tech #stocks #chip
JPMorgan: global inventories of unsold semiconductor chips are growing rapidly = this is the level of the dot-com bubble

❗️🇺🇸#stocks #chip #us #macro
SOX/SP500 ratio has surpassed the level of the Dotcom bubble.

*SOX - equity index composed of companies primarily involved in the production and sale of semiconductor products.