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2024-04-22 08:31 | Report Abuse
The far bigger concern for Nvidia is that the aforementioned four Magnificent Seven members that account for 40% of its sales -- Microsoft, Meta Platforms, Amazon, and Alphabet -- are all developing AI chips of their own for use in their data centers. A significant percentage of Nvidia's sales may go away if these core customers shift to in-house AI chips. At best, Nvidia will see less in the way of purchases from these four juggernauts.
Another kick in the pants for Nvidia is that U.S. regulators are actively restricting exports of high-powered AI GPUs to the world's No. 2 economy, China. After the first round of restrictions, Nvidia developed toned-down versions of its powerhouse AI GPUs, the A800 and H800, for the Chinese market. However, the newest round of export restrictions affects these models, too
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2024-04-11 23:34 | Report Abuse
But the Chinese government is also throwing billions at domestic chipmaking, in a bid for self sufficiency. Chinese president Xi Jinping has, on multiple occasions, called on the tech industry to rev up innovation and reduce dependence on Western supply chains.
Companies such US-sanctioned Huawei and state-backed chipmaker Semiconductor Manufacturing International Corporation (SMIC) have been leading that push, but mostly in the field of chipmaking.
Shanghai Micro Electronics Equipment (SMEE) is China’s best known maker of lithography machines. In December last year, Hong Kong media HK01 reported SMEE had successfully developed China’s first 28 nanometre lithography machine.
While that remains far behind the most cutting edge chipmaking equipment technology — world leader TSMC is working on a process to produce 2nm chips by 2025 — SMEE’s breakthrough is still a potential risk for ASML.
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2024-04-09 17:17 | Report Abuse
Utilities - Upside Exhausted, Hold for Yields
We remain NEUTRAL on the sector. The sector offers earnings defensiveness backed by regulated assets, offering dividend yields of 3% to 6%. However, most key stocks are fully valued after the recent run-up in their share prices. TENAGA (MP; TP: RM11.50) guided for electricity demand growth of 2.5% to 3.0% in CY24, driven by additional demand from new data centres. Meanwhile, stabilising coal prices mean that negative fuel margin, which blew a big hole in power producers’ earnings in CY23, is unlikely to recur in CY24, while normalising gas prices will have a mixed impact on gas utilities. Our top sector pick is YTLPOWR (OP; TP: RM4.20) for its PowerSeraya’s earnings bonanza and long-term growth driven by its data centre and digital banking ventures.
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Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2 months ago |
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