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Lombarda China Science and Technology Innovation Theme Hybrid Fund(LOF)-A
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Trending | SOXS Plummets 7% last Friday, Some Put options Soar 200%

On December 19, Eastern Time, Direxion Semicon Bear 3X options saw a total of 94822 contracts traded, with calls accounting for 77% and puts making up 22%.

LB Option·
US
SOXS
-7.76%
LB Option·
US
SOXS
-7.76%

The AI investment boom is expected to continue. PwC: The technological complementarity between China and the U.S. is beneficial for the growth of the chip market

Joe Atkinson, Global Chief Artificial Intelligence Officer of PwC, believes that the market should focus on the opportunities created by AI rather than worrying about valuations. Vishy Narayanan, Partner and Head of Digital and AI for the Asia-Pacific region, pointed out that the AI technologies of China and the U.S. are complementary, and there is significant growth potential in the chip market. With breakthroughs in AI applications and robotics technology, AI-related investments will accelerate, and funds will continue to flow into areas such as data centers and infrastructure providers. We are currently in the first phase of AI investment, with increasing customer interest and demand for AI applications

Stheadline·
Stheadline·

AI Drives CapEx Chip Equipment to Record $156B in 2027

The global semiconductor industry is set for a record $156 billion in capital expenditure on chip equipment by 2027, driven by AI demand. SEMI forecasts a shift to a "Giga Cycle" with strong growth in semiconductor equipment sales, particularly in Wafer Fab Equipment. Geopolitical factors influence investment, with China, Taiwan, and Korea leading spending. However, China's spending may decline by 2026 due to technology access issues. The Americas and Southeast Asia are poised for growth, supported by government incentives. Analysts warn of a potential "AI infrastructure bubble" by 2027 if AI software revenue doesn't meet expectations.

EE Times·
EE Times·

Power SiC faces overcapacity downturn until 2027–2028, before device market grows to nearly $10bn by 2030

The power silicon carbide (SiC) industry is facing a downturn due to overcapacity until 2027–2028, following a major investment wave from 2019 to 2024. Utilization rates have dropped, and the market is in a correction phase. Despite the slowdown, SiC remains crucial for electrification, with device revenue expected to reach nearly $10bn by 2030. China's SiC industry is rapidly expanding, capturing significant market share. The industry is transitioning towards 200mm production and new device architectures, with long-term growth anticipated.

SemiConductor·
SemiConductor·

The AI chip shortage could raise smartphone prices — new research spells out by how much

Counterpoint Research predicts a 6.9% rise in smartphone prices by 2026 due to AI chip shortages, impacting memory chip supply. Shipments may drop by 2.1%. Component costs, especially DRAM, are rising, affecting production costs. Apple and Samsung are better positioned to handle this, while Chinese manufacturers may struggle, potentially downgrading components to manage costs.

CNBC·
US
MU
+6.99%
US
AAPL
+0.54%
CNBC·
US
MU
+6.99%
US
AAPL
+0.54%
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