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Home > Latest

Lates News

date
02/05/2025
Barclays has raised Microsoft's target price from $430 to $494.
Latest
2 m ago
Morgan Stanley research report states that strong AI capital expenditure from Meta and Microsoft is expected to alleviate concerns about demand for TSMC chips. Meta is increasing its full-year capital expenditure to $64-72 billion, while Microsoft indicates continued strong AI demand. Morgan Stanley forecasts that by 2025, cloud semiconductor business will contribute 25% of TSMC's revenue, up from 13% in 2024. These analysts suggest that including network chips and CPUs for AI servers, the contribution from AI to TSMC revenue should exceed 30% from 2025 onward.
2 m ago
Morgan Stanley: Strong AI spending by American tech giants bodes well for TSMC
4 m ago
"Popularity exploded on May 1st, with over 500,000 tourists visiting West Lake for sightseeing."
6 m ago
Citigroup raises rating on South Korean stocks to neutral.
6 m ago
Citigroup Group has raised its rating of South Korean stocks to neutral.
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