Express News | China Communications Enterprise Association: To ensure the security and stability of the information communication industry chain and supply chain, caution should be exercised in purchasing American chips.
Express News | The China Semiconductor Industry Association: USA chip products are no longer safe and reliable; relevant industries in China will have to be cautious in procuring American chips.
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Express News | The China Association of Automobile Manufacturers: To ensure the security and stability of the automotive industry chain and supply chain, it is recommended that Chinese auto companies be cautious in purchasing chips from the USA.
Express News | The china internet association calls on domestic enterprises to proactively take countermeasures and carefully choose to purchase usa semiconductors.
Kioxia's bumpy IPO with shareholders seeking to sell at a loss.
The Kai Xia IPO is a tricky task for the major shareholder Bain Capital.
Micron (MU.US) may surpass Nvidia (NVDA.US) by the end of the year Analyst: EPS could increase by a staggering 588% next year!
S&P Global Market Intelligence and MarketSurge indicate that memory chip manufacturer Micron Technology (MU.US) will see an 84.2% increase in revenue in the fourth quarter of this year, surpassing Nvidia's expected 72.1% quarterly revenue growth.
Amazon founder invests in Jim Keller, targeting nvidia.
Recently, Tenstorrent, led by industry renowned figure Jim Keller as CEO, announced the completion of a $0.693 billion Series D financing round led by Samsung Securities and AFW Partners. Following this round of financing, the valuation of this AI chip startup is approximately $2.6 billion.
Micron Technology Options Spot-On: On December 2nd, 113.72K Contracts Were Traded, With 1.73 Million Open Interest
On December 2nd ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 113.72K options for the day, of which put options accounted for 28.72% of the total
Top Analyst Reports for Toyota Motor, RTX & Micron
Unusual Options Activity: AES, HIMS and Others Attract Market Bets, AES V/OI Ratio Reaches 120.0
EST Dec 2nd Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Micron Technology (MU) Is Among the Best Affordable Tech Stocks to Invest in According to This Indicator
Express News | Youyan Silicone: actively conducting due diligence and investigation work related to mergers and acquisitions.
Express News | LAM Research Down 0.5%, Applied Materials Down 0.6%, Micron Technology Down 0.8%
Express News | Shares of U.S. Chip Companies Down Premarket After Latest U.S. Strike on China's Chips
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
Express News | Yoyou Research Silicon: Overseas target DGT, a supplier to Taiwan Semiconductor and Micron, is currently undergoing due diligence work.
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Micron Technology Options Spot-On: On November 29th, 141.27K Contracts Were Traded, With 1.71 Million Open Interest
On November 29th ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 141.27K options for the day, of which put options accounted for 29.54% of the total
10 Information Technology Stocks With Whale Alerts In Today's Session