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半导体生产设备技术月报(2025 年 12 月)-Investor Presentation-Semiconductor Production Equipment Tech Monthly Dec 2025
2025-12-24 02:32
December 23, 2025 04:30 AM GMT Investor Presentation | Japan M Foundation Semiconductor Production Equipment: Tech Monthly Dec 2025 Morgan Stanley MUFG Securities Co., Ltd.+ Tetsuya Wadaki Equity Analyst Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Equity Analyst Suzune.Tamura@morganstanleymufg.com +81 3 6836-8891 Semiconductor Production Equipment Japan Industry View Attractive Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors sho ...
Qualcomm Takes Aim at Nvidia
Bloomberg Television· 2025-10-27 20:33
The name. Edit It says what it is on the label. It's an AI chip, right.200 to 200, apparently. Just how big of a rivalry will this pose to in video. Yeah, I mean, the stock reaction a gain of almost 9%.Biggest jump since early April. The stock's now trading at its highest level since July of last year is shows that this is real. The a200 is an MP U a neural processing unit.It's just a fancy way of saying it's a purpose designed accelerator card for A. I. machine learning tasks.And what Qualcomm is saying is ...