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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.
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.
The US non-farm kicks off December trade, will the US stock market's 'feast' continue to party?
On Friday, the US Bureau of Labor Statistics will release the employment report for November. The latest data on job vacancies, private sector wage growth, as well as data on service and manufacturing activities, will also be released throughout this week.
taiwan semiconductor founder revealed: 11 years ago, Huang Renxun was invited to be the company's CEO.
① TSMC founder Morris Chang revealed in the second volume of his autobiography that he invited nvidia CEO Jensen Huang to become TSMC's CEO twice in 2013, but the invitations were politely declined. ② Chang stated that Huang was one of the ideal candidates at the time due to his personality, professional background, and knowledge of semiconductors. ③ Huang mentioned that he already had a job, and Chang appreciated his honesty, leading both companies to maintain a strong partnership.
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.
Japan to Provide Additional $9.9B for Chips, AI Initiatives This Year: Report