Tag

Semiconductor

6 articles

Xiaomi drops back to hardware ledger: Storage price hikes, auto subsidies, and AI spending hit simultaneously

The renewed surge of A-share semiconductors should not be bought based on industrial logic alone; caution is needed as this may constitute a crowded trade.

Relying solely on stock prices to gauge the semiconductor cycle is insufficient; SK Hynix's earnings report serves as a better barometer.

The big model development has indeed drawn the internet giants into the same competitive arena.

The endpoint of this semiconductor cycle is unlikely to be in 2026.

After AI stocks skyrocketed