Graphics card destocking began to show results Nvidia and AMD Some products rebounded in December

According to statistics, in December, NVIDIA RTX30 high-end products have no inventory, the low-end version has an average increase of 3%, AMD RX6000 series graphics card prices have also rebounded by an average of 5%, coupled with NVIDIA RTX40, AMD RX7000 series new products have been released one after another, motherboard manufacturers are expected to … Read more

Visible Alpha:Apple’s (AAPL.O) net profit in the fourth quarter of this year may fall by more than 8%.

Data from data analytics platform Visible Alpha shows that Apple’s (AAPL.O) net profit will fall more than 8% in the fourth quarter of this year, the first time in 14 quarters that it has not achieved growth. According to the platform, Apple’s revenue during this period will be lower than the record $123.9 billion in … Read more

Semiconductor demand continues to be weak The industry expects demand to pick up after 2-3 quarters

Recently, the market has reported that the demand for mobile phone SoC design manufacturers has slowed down, and the strategy of back-end packaging and testing foundries such as ASE and Jingyuan Electric to assist customers in stacking unfinished packaging wafers and not conducting finished product testing (FT) continues. The senior management of the unnamed IC … Read more

UBI Research:The overall mobile OLED parts market is expected to be worth $13.91 billion in 2023

According to UBI Research, the overall mobile OLED parts material market is expected to be $13.91 billion in 2023 and is expected to grow to $16.73 billion by 2027, with an average annual growth rate of 4.6%. In addition, from 2025, flexible OLED (including folding OLED) will account for ninety percent of the overall mobile … Read more

Sales of semiconductor equipment in Japan rose nearly 20% year-on-year in November, reaching the fourth highest monthly record

According to statistics released by the Japan Semiconductor Manufacturing Equipment Association (SEAJ), sales of semiconductor equipment made in Japan (three-month moving average) increased by 19.1% year-on-year to 335.495 billion yen in November 2022, showing growth for the 23rd consecutive month and setting the fourth highest monthly record. From January to November 2022, cumulative sales of … Read more

TrendForce:It is predicted that the spread between large-size OLED and LCD will narrow to 3.8 times in the second quarter of next year

Recently, it was said that the price of large-size OLED panels for 55-inch ultra-high-definition TVs in the second quarter of next year is estimated to be about $300, while the price of large-size LCD panels will be around $80. According to this forecast, the price difference between OLED and LCD for TV will narrow to … Read more

Morgan Stanley: Micron Technology (MU. O) Price target to $46 from $49

2022.12.22 Morgan Stanley: Micron Technology (MU. O) Price target to $46 from $49. Micron Technology, Inc.(Nasdaq: MU) stock trading strategy: 2022.12.23 From the stock technical graph analysis, the stock price has not fallen below the previous stage low of $48.33 even under the background of the financial report falling less than expected and the NASDAQ … Read more

JPMorgan: Nike (NKE. N) Price target raised to $128 rating “Overweight”

2022.12.22 JPMorgan Chase published a research report that Nike (NKE. N) Earnings per share for the third quarter were higher than expected and EBIT margin was 11.9. Management raised its fiscal 2023 outlook to a median earnings per share forecast of approximately $3.10. The bank believes that the Group is a leader in the global … Read more