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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Cimb belum revised lagi leh. Mana tau follow the trend downgraded ytlp later pun possible leh. Kesian. Correct?

You apa mau takut lah. Pusing Queen only count until 100 leh. After that she pun letih mau count lah. You pun can create 101 102 onwards leh. Kesian. Hsiyoh. Correct?


DukaCitaFelix888999


DukaCitaFelix888999

Ular from my system I can see Pusing Queen and husband ks55 FLAGGING ME
I takut loh

49 minutes ago

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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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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According to Bloomberg, several private equity funds have been selected to make binding bids to join the funding round. These include Apollo, Blackstone, and Stonepeak Partners, while a consortium of KKR and Singapore Telecommunications has also been invited to make an offer.

Bids must be submitted by early April, according to the report, which cites people familiar with the discussions. DCD has contacted STT for comment.

STT GDC is currently wholly owned by Temasek, which controls its parent company, Singapore Technologies Telemedia.

News of a potential IPO for the business first surfaced last January, when it was reported that it was investigating the potential for a public listing valuing the business at $5bn. The US and Singapore were touted as potential locations for the IPO.

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