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