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2024-11-04

[News] U.S. Government Considers to Give Green Light to Merger Deal to Support Intel’s Survival

According to a report from Wccftech, citing information from Semafor, the US Commerce Department is reportedly exploring ways to assist Intel, which may include a potential merger deal. The report from Wccftech highlighted that Intel is the only US-based company with "mature" processes and facili...

stock trading on the laptop sreen
2024-11-04

Key Focus This Week: China’s NPC Standing Committee and the U.S. Presidential Election

Last week, U.S. equity markets experienced a pullback, primarily driven by declines in the tech sector, leading the S&P 500 to drop 1.37%. In the bond market, decreasing election uncertainty and a resilient labor market caused yields on 2-year and 10-year Treasuries to rise to 4.212% and 4.386%,...

2024-11-04

[News] NVIDIA CEO Jensen Huang Reportedly Asked SK hynix to Expedite HBM4 Supply by 6 Months

While introducing the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, South Korean memory giant SK hynix has reportedly seen strong demand for its next-gen HBM. According to reports by Reuters and South Korean media outlet ZDNet, NVIDIA CEO Jensen Huang requested SK hynix to ac...

2024-11-04

[News] Big Four CSPs Capital Expenditures Surge, Driving Demand for Taiwanese AI Supply Chain

The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue growth, but capital expenditures for these CSPs have also surged compared to the same period last y...

2024-11-04

[News] SK hynix Introduces World’s First 16-High HBM3E, Providing Samples in Early 2025

South Korean memory giant SK hynix has introduced the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, which is the world’s highest number of layers followed by the 12-high product, according to its press release. According to SK hynix CEO Kwak Noh-Jung, though the market ...

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