
AI-generated summary
Creative is a company invested by TSMC and focuses on customized chip design services. In recent years, thanks to the explosion in demand for AI computing, its ASIC business has received orders from cloud giants such as Google, Microsoft, and Facebook. The stock price once entered into separate trading arrangements from September 29 to October 5 due to excessive short-term gains. This was a rare case of a stock with a market value of more than one trillion yuan entering this mechanism.
Creative's share price soared to a new high today. (Taken from the official website)
[Reporter Zhuo Yijun/Reported in Taipei] ASIC (customized chip) factory Creative (3443) is heading towards the road of "10,000 gold". Foreign investors are optimistic that Creative is expected to become the third millionaire stock in the Taiwan stock market. Creative's stock price has risen too fast in the short term. From September 29 to October On the 5th, it entered into separate trading arrangements, becoming a "big tail stock" with a market value of more than one trillion yuan and entering into separate trading arrangements. Creative will be completed and released tomorrow. Today, the Taiwan stock market soared by more than 1,200 points. Creative's share price surged, hitting the daily limit, and once again hit a sky-high listing price of 8,690 yuan.
As of about 11:18, Creative Lights reached the daily limit, with the upper limit price being 8,690 yuan, the trading volume being about 457 contracts, and the number of contracts being bought at the daily limit being about 77.
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Creative is a reinvested company of TSMC (2330). This year, Creative has jumped on the trend of "customized computing power". Relying on its own advanced process technology and TSMC's assistance, it has successfully won ASIC orders from the three major CSPs (cloud service providers) of Google, Microsoft, and Facebook. As the scale of CSP's ASIC self-developed chips expands, Creative's operations are expected to grow rapidly.
Creative is optimistic that the future growth rate of ASIC shipments will exceed that of GPUs. In the future, ASIC design services will no longer just provide simple design and wafer production capacity, but also need to include heterogeneous packaging integration, system architecture testing, improvement of computing power efficiency and resource integration. Creative can provide customers with professional support from CoWoS and Physical Design (physical design) to assist customers in developing AI acceleration chips and gain advantages in advanced process projects such as 2nm and 3nm.
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AI outlook — possibilities, not facts
Creative stock price will have the opportunity to challenge the historical high again in the next month
Possible · Within weeks

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