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US Stock Market Dips Amidst Chipmaker Losses, Gold Hits New Record
Overseas short essay disrupting AI faith? GPU bubble theory is raging, the truth is...
①A report on the rental of H100 at $2/hour before the collapse of the GPU bubble has attracted high attention in the domestic market. ② Daimo claims that nvidia's Blackwell series GPU supply for the next year has been sold out; Huang Renxun further stated that existing datacenters need a trillion dollars for GPU upgrades. ③ With the rental price of H100 dropping, can it really be equated to the 'collapse of the GPU bubble'?
TSMC, Samsung Reportedly Consider Building Huge Chip Factories in UAE
SK Hynix's stock rating has been downgraded continuously! Morgan Stanley warns of deteriorating memory chip market.
①Morgan Stanley downgraded South Korean memory chip manufacturer SK Hynix's stock rating from "shareholding" to "reducing shareholding", and lowered the target stock price; ②Affected by this news, the company's stock price plummeted on Thursday (September 19th) in the Seoul stock market, leading the decline of semiconductor peers; ③Morgan Stanley believes that the condition of memory chips is beginning to deteriorate and SK Hynix's pricing power is weakening.
Chipmakers Crushed on US Recession Concerns
Chip Stocks Suffer Amid Recession Fears, High Valuations Aren't the Only Headache
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