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...
Emerging markets assets rise as traders reduce bets on Trump's re-election.
Emerging market assets rose, investors limited their bets on Donald Trump winning the US presidential election, despite his and another candidate's neck-and-neck momentum. The currencies of Mexico, South Africa, and Eastern Europe rose against the US dollar on the eve of the US election, which could reshape global trade and investment flows in the coming years. As of 10 AM London time, the MSCI Emerging Markets Forex Index rose by 0.2%, heading towards its largest two-week gain. A weekend poll showed Kamala Harris leading Trump in Iowa, a state where he has won in previous elections. Bets on Trump's victory supported the US dollar, as markets anticipate tariffs and.
US stock market outlook | Market suddenly reduces "Trump trade"! Polls show the outcome is unpredictable; Nvidia's pre-market rise nearly 2%, will replace Intel in the Dow Jones Industrial Average.
In pre-market trading on Monday, the three major futures indices showed mixed movements; popular China concept stocks generally rose in pre-market trading, with xpeng up nearly 6%; tesla's electric vehicle delivery volume in China in October decreased by 5.3% year-on-year and a significant 23% month-on-month drop.
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.
Demand is booming! Hwang Ren Xun requests sk hynix to supply HBM4 chips 6 months in advance.
Intensifying competition
Taiwan Semiconductor USA Plant 1 held a completion ceremony in early December.
According to Taiwan's Economic Daily News, Taiwan Semiconductor has finalized the completion ceremony of its first wafer fab in Arizona, usa in early December.