Recent #Market Competition news in the semiconductor industry

over 1 year ago
1. SK Group Chairman Chey Tae-won warns that the AI boom could vanish if it doesn't generate profits, comparing it to the gold rush. 2. Chey predicts NVIDIA's dominance in the AI hardware market could be threatened if competitors like AMD and Arm offer high-quality chips at lower prices. 3. SK Group is pushing for more efficient AI data centers using their technologies and materials.
AI BoomMarket CompetitionSemiconductor Industry
over 1 year ago
1. Grab Holdings, often referred to as the 'Uber of Southeast Asia', has seen its shares drop by over 72% since its IPO in 2021. 2. Despite this, the company's financials are improving, with a path to profitability expected by late this year or early 2025. 3. With a more reasonable valuation and potential for a re-rating due to improved profitability, the stock could see significant upside, similar to Uber's trajectory.
Market CompetitionProfitabilityStock Valuation