#ChipStocksExtendLossesAfterNvidiaCEOChange
🌏 Asia Buys the Chip Dip. China's AI Names Don't.
Asian chipmakers bounced Friday after Nvidia's CEO exit; China AI stocks fell on US chip-curb fears.
📊 MSCI Asia Pacific +0.7%, led by tech
📈 TSMC +1.3%, Tokyo Electron +1.9%
📉 Z.AI -7.4%, MiniMax -4.9%
🏦 TrendForce: ASIC servers ~30% share in 2027, AMD ~10%
📅 Nvidia Q3 results due Tuesday, Nov 17
My read: markets are pricing Nvidia's China risk, not the end of AI chip demand.
Will TSMC's +1.3% bounce hold through Nvidia's Nov 17 earnings, yes or no? 👇
$NVDA $BTC
#Nvidia #Semiconductors #ChipStocksExtendLossesAfterNvidiaCEOChange
🌏 Asia Buys the Chip Dip. China's AI Names Don't.
Asian chipmakers bounced Friday after Nvidia's CEO exit; China AI stocks fell on US chip-curb fears.
📊 MSCI Asia Pacific +0.7%, led by tech
📈 TSMC +1.3%, Tokyo Electron +1.9%
📉 Z.AI -7.4%, MiniMax -4.9%
🏦 TrendForce: ASIC servers ~30% share in 2027, AMD ~10%
📅 Nvidia Q3 results due Tuesday, Nov 17
My read: markets are pricing Nvidia's China risk, not the end of AI chip demand.
Will TSMC's +1.3% bounce hold through Nvidia's Nov 17 earnings, yes or no? 👇
$NVDA $BTC
#Nvidia #Semiconductors #ChipStocksExtendLossesAfterNvidiaCEOChange
