Understanding the Market | Chip Stocks Continue Recent Uptrend, NVIDIA Invests Heavily in Intel, Sino-U.S. Semiconductor Market Achieves Resonance
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Chip stocks continue to rise, with Hua Hong Semiconductor up 7.25% and SMIC up 3.96%. NVIDIA will invest $5 billion in Intel, becoming one of its largest shareholders. Intel will customize x86 CPUs for NVIDIA and produce system-on-chip solutions integrated with RTX GPUs. GuoXin Securities pointed out that the semiconductor industry is experiencing a rapid rise due to TSMC's upward revision of performance and optimistic outlook, while the Ministry of Commerce's anti-dumping investigation into U.S. manufactured analog chips has raised concerns
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