Huawei's New Semiconductor Technology Threatens Nvidia
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: stocktwits
- Huawei's Semiconductor Innovation: Huawei's LogicFolding approach aims to produce semiconductors with performance comparable to 1.4nm chips by 2031 through vertical stacking of computing blocks, which, while still behind TSMC, significantly narrows the current performance gap and poses a potential threat to Nvidia.
- Nvidia's Stock Decline: Nvidia shares have dropped 10.1% from their peak of $236.54 on May 14, entering correction territory, and although the stock is up 14% this year, it lags behind peers, indicating market concerns about its future growth prospects.
- Analyst Rating Changes: Despite Nvidia's strong quarterly results and an $80 billion buyback announcement last week, Tigress Financial raised its price target from $360 to $425, reflecting confidence in its future performance, yet the stock has not responded positively to these developments.
- Market Sentiment Fluctuations: Retail sentiment for Nvidia on Stocktwits has dropped from 'extremely bullish' to 'bullish', indicating investor dissatisfaction with recent stock performance, although analysts believe the stock will eventually rebound, leading to continued buying activity among investors.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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