اقتصاد سكاي نيوز عربية
Source: اقتصاد سكاي نيوز عربية
1 Dayاقتصاد سكاي نيوز عربية
Source: اقتصاد سكاي نيوز عربية
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The leadership crisis at Nvidia following Jensen Huang’s departure is opening the door for its competitors and partners, led by AMD, Broadcom, and TSMC. Companies such as Google and Amazon could also benefit from a redistribution of production capacity and the expansion of their own chips. This week, Nvidia’s stock fell 11%, while AMD rose 30%, Broadcom 24%, and TSMC 11%. Other chipmakers also gained, including Texas Instruments, Analog Devices, and Infineon. Analysts say the turmoil could weaken Nvidia’s supply-chain advantage and intensify competition. Markets are expected to focus on Nvidia’s results, due on November 17, and on how its new leadership plans to contain the crisis.
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