StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2024-09-04
Company introduction Dongwoon Anatech is a fabless semiconductor company established in 2006 and provides core semiconductor solutions in various industrial fields based on low power, high efficiency semiconductor techn…
Updated 2024-09-02
TSMC maintains an unrivaled position in the market based on its overwhelming technological superiority. Demand in the AI and high performance computing (HPC) markets is rapidly increasing, and TSMC is taking advantage…
Updated 2024-08-30
Despite the brilliant outlook for the AI semiconductor market, the stock price of Micron Technology, Inc. (MU) is struggling. Is this an opportunity to invest at a low price in the future of AI? Or is there a reason f…
Updated 2024-06-24
outline Super Micro Computer (hereinafter SMCI) has shown remarkable growth in recent years and is receiving great attention thanks to the increasing demand for AI server infrastructure. In this article, we will evaluat…
Updated 2024-02-16
introduction This company is mainly famous for its communication modules. For anyone with a bit of interest in computers, this name is familiar to the router's processor. It is mainly used in high end routers. (Not nece…
Updated 2023-09-15
summation AMD is steadily expanding its market share in the server CPU market. AMD's AI chips are also scheduled to be sold in earnest starting at the end of this year, and next year's data center sales are expected to…
Updated 2023-08-30
summation Google, a major customer of NVIDIA, has already developed its own chips since 2020 and is using them in its cloud, and many platform companies such as Amazon and Meta are actively working to reduce data center…
Updated 2023-08-29
NVIDIA 2nd quarter performance summary NVIDIA's sales increased 101% compared to the second quarter of the previous year, and guidance for the third quarter predicted explosive growth of $16 billion. This performance wa…
