Express News | Chinese concept stocks in pre-market trading are mixed, with Xiaopeng Motors rising by over 3%, exceeding 30,000 units in monthly deliveries for the first time; NIO dropping by over 4%, jd.com rising by over 1%, and taiwan semiconductor all rising by over
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.
In the Asian stock market, Taiwan's stock market surged by 2.4%, outperforming with taiwan semiconductor rising nearly 4%. The Nikkei index climbed over 200 points in the afternoon, and Indonesia's CPI slightly exceeded expectations.
In November, china's official manufacturing purchasing managers' index (PMI) rose to 50.3, an increase of 0.2 points month-on-month, marking three consecutive months of growth and reaching a seven-month high; additionally, the Caixin china manufacturing purchasing managers' index (PMI) announced this morning (December 2) rose to 51.5, surpassing market expectations of only rising to 50.6, and has been in the expansion range for two consecutive months. Major stock markets in the Asia-Pacific region rose this morning, but the gains were moderate, with Taiwan's stock market rising over 2%, outperforming the region. The recent positive manufacturing data from the mainland boosted the A-shares in the mainland, with the Shanghai Composite Index rising 33 points or 1% in the morning session, approaching a high of 3,360.
Youyan Silicon: In the second half of the year, the prices of semiconductor wafers have been relatively stable, and the acquisition symbol DGT is a supplier for taiwan semiconductor, micron, etc.｜Direct coverage of the earnings conference.
Chairman Fang Yongyi of Yoyan Silicon expressed that the company's 8-inch silicon wafer capacity utilization rate is full in the first three quarters, with a high production-sales rate, and will rapidly develop new products, continuously reduce costs through technological progress. General Manager Zhang Guohu of Yoyan Silicon stated that the acquisition target DGT is a supplier of Tokyo Electron Ltd. Unsponsored ADR, Taiwan Semiconductor, Micron, etc., and the acquisition can effectively reduce the cost and risk of end customers' certification, accelerating the certification progress.
Express News | Yoyou Research Silicon: Overseas target DGT, a supplier to Taiwan Semiconductor and Micron, is currently undergoing due diligence work.
Hong Kong stocks are fluctuating | Apple supplier stocks continue to rise. It is reported that Apple has ordered M5 chips from taiwan semiconductor. AI edge applications are accelerating.
Apple supplier concept stocks continue to rise. As of the time of writing, BYD Electronics (00285) is up 9.7%, at 37.9 Hong Kong dollars; Cowell (01415) is up 6.36%, at 26.75 Hong Kong dollars; Q Tech (01478) is up 5.87%, at 6.31 Hong Kong dollars; AAC Tech (02018) is up 4.86%, at 36.75 Hong Kong dollars; Sunny Optical (02382) is up 3.18%, at 64.95 Hong Kong dollars.