Hopper58 schreef op 20 maart 2025 05:48:
Heel veel positief nieuws voor ASML op de financiële keynote van NVIDIA gisterenmiddag. Ik geef er hier eentje:
'NVIDIA Plans Massive Investment in U.S.-Made Chips and Electronics
GuruFocus News
Mar. 20, 2025 at 1:30 a.m. ET
NVIDIA has announced plans to invest hundreds of billions of dollars over the next four years to purchase chips and electronic products manufactured in the United States. This significant commitment is expected to boost the American semiconductor industry and strengthen NVIDIA's supply chain.
The announcement has positively impacted several key suppliers. Taiwan Semiconductor Manufacturing Company (TSMC) saw its stock rise by up to 3.2%. Foxconn, which derives 35% of its revenue from the U.S., experienced a 1.8% increase in its stock price. In South Korea, suppliers also benefited, with Samsung Electronics' stock climbing 3.1% and SK Hynix rising 2%.
NVIDIA's strategic move underscores its commitment to enhancing its production capabilities and reducing reliance on non-U.S. suppliers. This decision aligns with broader industry trends of increasing domestic manufacturing to mitigate geopolitical risks and supply chain disruptions.'
www.gurufocus.com/news/2743564/nvidia...