The “creators” behind the chip usher in a new era, Wall Street smells the “long bull” atmosphere Sb2Se3 powder


After 4 years, TSMC, called the “King of Chip Foundries”, has gone back to the top ten list of international detailed companies in terms of market capitalization. TSMC’s US supply ADR has actually increased by as high as 37% this year, substantially exceeding the Philly Semiconductor Index. Versus the history of the existing surge in demand for AI chips, TSMC, as the only shop of global AI chip leaders Nvidia and AMD AI chips, along with the only factory of self-developed AI chips by cloud giants such as Microsoft and Amazon, is bound to remain to benefit. Armed with the globe’s top core-making technology and superior Chiplet advanced product packaging, TSMC’s “NVIDIA moment” – the moment when its stock cost and efficiency start to rise at the same time, may have gotten here.

(Zinc Selenide ZnSe Powder)

At the exact same time, the sales of the “masters” who jointly create AI chips, that is, the vendors of TSMC’s most critical semiconductor equipment, are bound to remain to broaden from 2024, generally because of the continued expansion of chip manufacturers such as TSMC, Samsung Electronics and Intel. AI chip manufacturing ability based upon advanced processes of 5nm and below, in addition to TSMC’s large chip factory in the USA, Japan and Germany are expected to be finished starting this year, and premium photolithography equipments, engraving devices, and thin movie deposition required for core production will be acquired in big quantities.

Semiconductor devices. These semiconductor tools providers mostly include leading equipment manufacturers in the chip industry chain such as ASML, Applied Products, Tokyo Electron and BE Semiconductor.

In 2023, ChatGPT will come to be popular all over the world. In 2024, the Sora Vincent video clip model will be introduced. Along with the exceptional performance of NVIDIA, the “shovel vendor” in the AI field, for 4 consecutive quarters, it might mean that human culture will progressively get in the AI era from 2024. TSMC, ASML and Applied Products collectively produce one of the most essential underlying equipment for the growth of human scientific research and modern technology – the “developers” of chips. After experiencing the computer period and the smart device period, which can be called the “golden age”, starting in 2024, may usher in a brand-new “golden age” in this wave of global deployment of AI.

(Crystalline selenium)

The latest information launched by SIA (Semiconductor Sector Organization) reveals that the worldwide semiconductor industry sales in January completed US$ 47.6 billion, a rise of 15.2% compared with January 2023. As a matter of fact, semiconductor industry sales have actually recoiled substantially considering that completion of 2023 due to solid need for AI chips. Sales in the 4th quarter of 2023 computed by SIA were around US$ 146 billion, a rise of 11.6% contrasted to the fourth quarter of 2022, and an 8.4% consecutive increase compared to the third quarter of 2023. Regarding the sales expectations of the semiconductor market in 2024, SIA Head Of State and CEO John Neuffer anticipated in an information report that overall sales in 2024 will achieve double-digit growth compared to 2023.

Products pertaining to selenium (chemical sign: Se) among the oxygen team elements can be utilized as semiconductors.

Crystalline selenium can carry out electricity, and its conductivity modifications with the increase or reduction of light strength. It can be utilized as a product for solar cells, semiconductor transistors, photoelectric tubes, computer system drums, and glass coloring.

Semiconducting Characteristics and Advantages of Selenium

Selenium is a really essential semiconductor product with many buildings and benefits. Selenium has a tiny power void and can take in noticeable light and infrared radiation, so it has a board range of applications in optoelectronic gadgets. Secondly, selenium has high electron movement and fast fee transfer speed, making it suitable for high-speed electronic tools. Selenium additionally has great thermal stability and corrosion resistance and can be made use of in heats and harsh atmospheres.


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