Biden Administration Planning More Restrictions on AI Chip Exports; US Semiconductor Companies' Shares Slip After Hours
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Rigetti Joins Nvidia, Tesla. AMD in Most Active Options as Quantum Stocks Plunge
Nvidia Is Poised to Conquer Personal Computing Next. Chip Makers Should Be Nervous
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
UBS Group survey: AI applications continue to expand, NVIDIA (NVDA.US) and Microsoft (MSFT.US) maintain their leading positions.
NVIDIA (NVDA.US), Microsoft (MSFT.US), and OpenAI continue to lead in the field of AI.
Jim Cramer Warns On 'Quantum Stories' As Stocks Plunge: 'We Need You Out Before The Froth Goes Away'
Uber Technologies, Inc. (UBER): Among The Companies That Partnered With NVIDIA This Month
New tricks for GPU cooling? NVIDIA may replace thermal paste with liquid Metal for higher heat dissipation efficiency.
① Liquid Metal is usually made from Gallium Alloy, which has higher thermal conductivity and can significantly improve heat dissipation efficiency; ② Liquid Metal has potential risks such as conductivity and corrosiveness, which require high standards for manufacturing processes and installation maintenance; ③ This material is currently not widely adopted by PC manufacturers.
Quantum Computing Stocks Tumble After Nvidia Boss Jensen Huang Says the Tech Is Still 20 Years Away
The chairman of SK Group stated that SK Hynix's development speed of HBM has surpassed the supply speed required by NVIDIA.
SK Group Chairman Choi Tae-won said on Wednesday that the high-bandwidth memory (HBM) development speed of its subsidiary, memory chip manufacturer SK Hynix, has surpassed the supply speed required by NVIDIA, implying that there is an increased negotiating leverage with NVIDIA. During a press conference at the Las Vegas Convention Center, Choi mentioned his earlier meeting with NVIDIA CEO Jensen Huang, stating: "Until recently, SK Hynix's HBM development speed was lagging behind NVIDIA's requirements, which led them to urge us to accelerate our progress. " Currently, our development speed is slightly higher than NVIDIA's required speed," he said.
SK Group Chief Meets Nvidia's CEO at CES to Discuss Physical AI
Nvidia (NVDA) Stock Drops Despite Market Gains: Important Facts to Note
Small Modular Reactor Shares Sink After Nvidia CEO Downplays Quantum Computers
U.S. stock market close: the three major indexes varied in performance; Huang Renxun's remarks caused a collapse in the Quantum Computing Sector.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
After-hours Movers: NVIDIA, Costco, Penguin Solutions, Avadel Pharma
Express News | Nvidia shares down 1.3%, Advanced Micro Devices shares down 1% after the bell; Bloomberg reports Biden to further curb Nvidia, AMD AI chip exports.
Express News | Biden to Further Curb Nvidia, AMD AI Chip Exports in Final Push - Bloomberg News
These Stocks Moved the Most Today: Nvidia, AMD, Palantir, IonQ, Moderna, Vir, Edison International, Constellation Energy, and More -- Barrons.com
NVIDIA Options Spot-On: On January 8th, 3.7 Million Contracts Were Traded, With 26.58 Million Open Interest