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2026-08-17
The Global Market for Computing and AI for Data Centers Report 2026–2040: Evaluating GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS - Yahoo Finance
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finance.yahoo.com 2026-08-17
2026-07-09
Morgan Stanley Report: CoWoS Demand to Double by 2027, Driven by AMD and ASICs in AI Chip Growth - KuCoin
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www.kucoin.com 2026-07-09
Morgan Stanley's latest AI supply chain report forecasts that global CoWoS demand will surge to 2.694 million wafers by 2027, up 93% from 1.394 million in 2026. While NVIDIA remains the largest user at 45%, AMD is emerging as a key growth driver with a 308% increase. Notably, AMD’s first CPU to use
CoWoSAI chipsSemiconductor packagingAMDNVIDIAGPUCPUAdvanced packaging
2026-07-07
Nvidia: Jensen's Anti-ASICs Alliance (Rating Downgrade) (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-07-07
2026-06-25
Overseas Research Selection | Morgan Stanley Raises CoWoS Demand Forecast: Expected to Reach 2.69 Million Units by 2027, Driven by CPUs and ASICs as New Engines - 富途牛牛
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news.futunn.com 2026-06-25
2026-06-25
Morgan Stanley raises CoWoS demand forecast: to reach 2.69 million wafers by 2027, with CPUs and ASICs emerging as new drivers - 富途牛牛
0.9
news.futunn.com 2026-06-25
2026-06-09
Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst
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digitimes.com 2026-06-09
2026-05-26
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge - Gotrade
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www.heygotrade.com 2026-05-26
The AI chip rally broadened this week as NVIDIA, Broadcom, ARM, and Astera Labs all posted sharp gains. NVIDIA reached an all-time high of $235.74, while ARM surged 46.5% and Astera Labs climbed 31.9%. This trend reflects strong investor confidence in the durability of AI infrastructure spending acr
AI ChipNVIDIAASICARMAstera LabsSemiconductor IndustryArtificial Intelligence HardwareChip Demand