Видео ютуба по тегу Semiconductor Capex

Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
TSMC’s $56B CapEx Boom: Who Wins in the Semiconductor Bull Cycle?
TSMC’s $56B CapEx Boom: Who Wins in the Semiconductor Bull Cycle?
Taiwan Semiconductor Manufacturing (TSM) Stock Analysis | January 2, 2026 Market Update
Taiwan Semiconductor Manufacturing (TSM) Stock Analysis | January 2, 2026 Market Update
Топ-6 акций компаний, занимающихся разработкой чипов для ИИ, на 2026 год: прогноз Bank of America...
Топ-6 акций компаний, занимающихся разработкой чипов для ИИ, на 2026 год: прогноз Bank of America...
KLA Corp Stock Analysis: KLAC Market Trends and Semiconductor Industry Outlook
KLA Corp Stock Analysis: KLAC Market Trends and Semiconductor Industry Outlook
Inside the AI economy: capex, chips, and the scale of what’s coming | The Next Big Thing
Inside the AI economy: capex, chips, and the scale of what’s coming | The Next Big Thing
The AI Capex Trap: Why Nvidia Looks Like 1840s Railroads
The AI Capex Trap: Why Nvidia Looks Like 1840s Railroads
Top 3 Semiconductor Mutual Funds in India
Top 3 Semiconductor Mutual Funds in India
Meta vs Nvidia? Inside Meta’s $2B Rivos AI Chip Acquisition
Meta vs Nvidia? Inside Meta’s $2B Rivos AI Chip Acquisition
MU Sales & CapEx Under Microscope After Raising Guidance
MU Sales & CapEx Under Microscope After Raising Guidance
차세대 칩, AI CAPEX 속도 둔화 우려 #엔비디아 #반도체 #중국 #반덤핑 #AI칩 #상법개정
차세대 칩, AI CAPEX 속도 둔화 우려 #엔비디아 #반도체 #중국 #반덤핑 #AI칩 #상법개정
Precision English for Semis: Capex, Mix Shift & Node Talk
Precision English for Semis: Capex, Mix Shift & Node Talk
반도체 4년 만에 CAPEX 사이클 시작! 최고의 기업 '이 주식' 폭등 랠리 준비완! 여기까지 갑니다 #반도체 #소부장 #파운드리 #낸드 #SK하이닉스 #후공정 #반도체장비
반도체 4년 만에 CAPEX 사이클 시작! 최고의 기업 '이 주식' 폭등 랠리 준비완! 여기까지 갑니다 #반도체 #소부장 #파운드리 #낸드 #SK하이닉스 #후공정 #반도체장비
The AI Semiconductor Supercycle | Angus Shillington & Nick Frasse (Fireside Chat)
The AI Semiconductor Supercycle | Angus Shillington & Nick Frasse (Fireside Chat)
Top Semi Conductor stocks in India | Semiconductor stocks | Moschip | Kaynes | Dixon | CG power
Top Semi Conductor stocks in India | Semiconductor stocks | Moschip | Kaynes | Dixon | CG power
Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis
Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis
The Flip | No CapEx, No Chips? Intel’s Controversial Foundry Demand
The Flip | No CapEx, No Chips? Intel’s Controversial Foundry Demand
Nvidia-China return adds more fuel to AI capex fire, says Morgan Stanley's Mike Wilson
Nvidia-China return adds more fuel to AI capex fire, says Morgan Stanley's Mike Wilson
Beyond Nvidia Earnings: AI CapEx Surge, Competition, and the Future of Semiconductors
Beyond Nvidia Earnings: AI CapEx Surge, Competition, and the Future of Semiconductors
Nvidia Earnings Breakdown and the Next Phase of Semiconductor Growth
Nvidia Earnings Breakdown and the Next Phase of Semiconductor Growth
Meta Boosts Capex to $65B, Chip Stocks Face Outlook Worries | Bloomberg Technology
Meta Boosts Capex to $65B, Chip Stocks Face Outlook Worries | Bloomberg Technology
Dixon Tech's Strengths & Weaknesses: Foray Into Semiconductor Biz, Share Price 5x Its Annual Capex
Dixon Tech's Strengths & Weaknesses: Foray Into Semiconductor Biz, Share Price 5x Its Annual Capex
Stock Market की मल्टीबैगर Semiconductor Company में 3500 करोड़ के Capex में Govt ने की मंजूर Subsidy
Stock Market की मल्टीबैगर Semiconductor Company में 3500 करोड़ के Capex में Govt ने की मंजूर Subsidy
Stock Market में ये Semiconductor Company ने 4800 करोड़ का Big Capex Plan किया है बदल सकता है नजारा ?
Stock Market में ये Semiconductor Company ने 4800 करोड़ का Big Capex Plan किया है बदल सकता है नजारा ?
Stonks Maxxing day 63: semiconductor q2 earnings + ai capex spend part 2
Stonks Maxxing day 63: semiconductor q2 earnings + ai capex spend part 2