Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all eager to see the reshoring of the manufacturing industry in the usa; ②However, under the same goal, the two parties seem to be taking vastly different paths; ③Behind this significant difference, many industry professionals in the usa are worried that the wave of factory construction sparked by subsidies during the Biden administration may come to a halt abruptly after Trump takes office...
What the Options Market Tells Us About Micron Technology
Here's How Much You Would Have Made Owning Micron Technology Stock In The Last 20 Years
Nvidia's Chief Asks SK Hynix to Advance Supply of HBM4 Chips by 6 Months - Report
AI GPU demand is too strong, nvidia urges sk hynix to prepare HBM4 six months in advance.
Choi Tae-won, the chairman of SK Group, one of South Korea's large conglomerates, stated in an interview on Monday that Nvidia CEO Jensen Huang had previously requested SK Hynix, the storage chip manufacturing giant under SK Group, to release its next generation of HBM - HBM4 six months ahead of schedule.
Chip giants: some are happy, some are worried.
Some semiconductor manufacturers have emerged from the cold winter last year and are taking big steps forward, while some manufacturers, due to severe freezing, can only take small steps forward. Some manufacturers have even fallen into a 'false spring' situation, a sign also reflected in their financial reports.
Some Fear Factory Boom Could Suffer Under Trump -- WSJ
Micron Technology Options Spot-On: On November 1st, 98,767 Contracts Were Traded, With 1.59 Million Open Interest
On November 1st ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 98,767 options for the day, of which put options accounted for 45.99% of the total
Stocks That Hedge Funds Moved From Long to Short in August - Jefferies
10 Information Technology Stocks Whale Activity In Today's Session
BofA Securities Maintains Micron Technology(MU.US) With Buy Rating
"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
Samsung Electronics Could Supply HBM3E to Nvidia by Year-End -- Market Talk
Micron Technology Options Spot-On: On October 31st, 151.52K Contracts Were Traded, With 1.57 Million Open Interest
On October 31st ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 151.52K options for the day, of which put options accounted for 37.62% of the total
Shares of Semiconductor Stocks Are Trading Lower. The Sector May Be Under Pressure Following Recent Earnings From Multiple Companies in the Sector.
Micron Technology (NASDAQ:MU) Might Be Having Difficulty Using Its Capital Effectively
Express News | Phlx Semiconductor Index fell more than 4%, with Nvidia, Broadcom, On Semiconductor, Micron Technology, etc. dropping more than 4%.
Micron Technology Hits 4-week Low
Jim Cramer: This Financial Stock Is 'One Of The Most Consistent, Great Companies'
Micron Stock Has Ridden the Nvidia Wave. It Now Faces This Big Threat.