🔥 tech 핫 테마 분석

[TSM] TSMC's Q3 revenue jumps 50% Y/Y to record NT$1.49T, beating market forecast

[TSM] TSMC's September sales jump more than 50% year over year

TSMC's September net revenue came in at 511.86 billion New Taiwan dollars

[TSM] TSMC September sales hit another record as AI boom rolls on

TSMC extended its record revenue streak in September as strong AI chip demand continued to drive growth.

[AVGO] Broadcom in talks for $50B+ financing deal to fund OpenAI's custom chips

[APLD] Applied Digital targets 3.5 to 4 GW by end of 2030 as it expects over 600 MW to enter service in the next 12 months

[NVDA] Microsoft and Nvidia are teaming up on a supercharged AI laptop

Powered by Nvidia’s RTX Spark chip, the latest Windows laptop is designed to run AI models and workloads directly on the device.

[MU] Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math

A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.