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news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291306337214672","repostId":"2424397046","repostType":2,"repost":{"id":"2424397046","pubTimestamp":1712144428,"share":"https://ttm.financial/m/news/2424397046?lang=&edition=fundamental","pubTime":"2024-04-03 19:40","market":"us","language":"en","title":"Nvidia Looks to Benefit From Elevated AI Server Demand in Asia: Oppenheimer","url":"https://stock-news.laohu8.com/highlight/detail?id=2424397046","media":"seekingalpha","summary":"Nvidia (NASDAQ:NVDA) appears ready to benefit from a boost in demand for artificial intelligence servers in Asia this year, according to a note by Oppenheimer. AI server demand is expected to grow by ","content":"<html><head></head><body><p>Nvidia appears ready to benefit from a boost in demand for artificial intelligence servers in Asia this year, according to a note by Oppenheimer.</p><p>AI server demand is expected to grow by more than 40% this year, said Oppenheimer analyst Rick Schafer and others in a note.</p><p>"Demand for NVDA H100/H200 remains ahead of supply, likely into year-end," Schafer notes. "Next-gen Blackwell launches 3Q with B100 server ramp beginning 4Q."</p><p>Other top picks in this space to outperform include <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, according to Oppenheimer.</p><p>While AI server demand on the continent continues to surge, demand for PCs, smartphones, comms and auto/industrial markets appear relatively flat in 2024, Schafer finds.</p><p>Smartphone units are only expected to grow 2% to 3% this year. Apple's (AAPL) iPhone sales are expected to be flat this year in Asia, despite a decline in China, which has historically accounted for about 20% of iPhone demand. PC demand is not expected to increase more than 2% this year and the auto/industrial sector is still undergoing a correction.</p><p>"Auto is the last market to correct post-pandemic," Schafer said. "Several companies highlighted low auto expectations this year."</p><p>Nvidia, Broadcom, Marvell and Monolithic Power Systems were all down slightly during early market trading Tuesday.</p></body></html>","source":"seekingalpha_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Looks to Benefit From Elevated AI Server Demand in Asia: Oppenheimer</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Looks to Benefit From Elevated AI Server Demand in Asia: Oppenheimer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-03 19:40 GMT+8 <a href=https://seekingalpha.com/news/4086284-nvidia-looks-to-benefit-from-elevated-ai-server-demand-in-asia-oppenheimer><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia appears ready to benefit from a boost in demand for artificial intelligence servers in Asia this year, according to a note by Oppenheimer.AI server demand is expected to grow by more than 40% ...</p>\n\n<a href=\"https://seekingalpha.com/news/4086284-nvidia-looks-to-benefit-from-elevated-ai-server-demand-in-asia-oppenheimer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4543":"AI","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" 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SGD"},"source_url":"https://seekingalpha.com/news/4086284-nvidia-looks-to-benefit-from-elevated-ai-server-demand-in-asia-oppenheimer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424397046","content_text":"Nvidia appears ready to benefit from a boost in demand for artificial intelligence servers in Asia this year, according to a note by Oppenheimer.AI server demand is expected to grow by more than 40% this year, said Oppenheimer analyst Rick Schafer and others in a note.\"Demand for NVDA H100/H200 remains ahead of supply, likely into year-end,\" Schafer notes. \"Next-gen Blackwell launches 3Q with B100 server ramp beginning 4Q.\"Other top picks in this space to outperform include Monolithic Power Systems, Marvell Technology and Broadcom, according to Oppenheimer.While AI server demand on the continent continues to surge, demand for PCs, smartphones, comms and auto/industrial markets appear relatively flat in 2024, Schafer finds.Smartphone units are only expected to grow 2% to 3% this year. Apple's (AAPL) iPhone sales are expected to be flat this year in Asia, despite a decline in China, which has historically accounted for about 20% of iPhone demand. PC demand is not expected to increase more than 2% this year and the auto/industrial sector is still undergoing a correction.\"Auto is the last market to correct post-pandemic,\" Schafer said. \"Several companies highlighted low auto expectations this year.\"Nvidia, Broadcom, Marvell and Monolithic Power Systems were all down slightly during early market trading Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330855051857968,"gmtCreate":1721780777468,"gmtModify":1721785053713,"author":{"id":"3568531222745409","authorId":"3568531222745409","name":"旺财旺福","avatar":"https://static.tigerbbs.com/5e92624c01c47647847429daee443056","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568531222745409","authorIdStr":"3568531222745409"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330855051857968","repostId":"2453094572","repostType":2,"repost":{"id":"2453094572","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721779531,"share":"https://ttm.financial/m/news/2453094572?lang=&edition=fundamental","pubTime":"2024-07-24 08:05","market":"us","language":"en","title":"Nvidia Clears Samsung's HBM3 Chips for Use in China-Market Processor, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2453094572","media":"Reuters","summary":"By Fanny Potkin and Heekyong Yang SINGAPORE/SEOUL, July 24 (Reuters) - Samsung Electronics' fourth-generation high bandwidth memory or HBM3 chips have been cleared by Nvidia for use in its ","content":"<html><head></head><body><p>Samsung Electronics' fourth-generation high bandwidth memory or HBM3 chips have been cleared by Nvidia for use in its processors for the first time, three people briefed on the matter said.</p><p>But it is somewhat of a muted greenlight as Samsung's HBM3 chips will, for now, only be used in a less sophisticated Nvidia graphics processing unit (GPU), the H20, which has been developed for the Chinese market in compliance with U.S. export controls, the people said.</p><p>It was not immediately clear if Nvidia would use Samsung's HBM3 chips in its other AI processors or if the chips would have to pass additional tests before that could happen, they added.</p><p>Samsung has also yet to meet Nvidia's standards for fifth-generation HBM3E chips and testing of those chips is continuing, the people added, declining to be identified as they were not authorised to speak to media.</p><p>Nvidia and Samsung declined to comment.</p><p>HBM is a type of dynamic random access memory or DRAM standard first produced in 2013 in which chips are vertically stacked to save space and reduce power consumption. A key component of GPUs for artificial intelligence, it helps process massive amounts of data produced by complex applications.</p><p>Nvidia's approval of Samsung's HBM3 chips comes amid soaring demand for sophisticated GPUs created by the generative AI boom that Nvidia and other makers of AI chipsets are struggling to meet.</p><p>There are only three main manufacturers of HBM - SK Hynix, Micron and Samsung - and with HBM3 also in short supply, Nvidia is keen to see Samsung clear its standards so that it can diversify its supplier base.</p><p>Nvidia's need to have more access to HBM3 is also set to grow as SK Hynix - the clear leader in the field - plans to increase its HBM3E production and make less HBM3, two of the sources said.</p><p>SK Hynix declined to comment.</p><p>Samsung, the world's largest maker of memory chips, has been seeking to pass Nvidia's tests for both HBM3 and HBM3E since last year but has struggled due to heat and power consumption issues, Reuters reported in May, citing sources.</p><p>Samsung said after the publication of the Reuters article in May that claims of failing Nvidia's tests due to heat and power consumption problems were untrue.</p><p>H20</p><p>Samsung could begin supplying HBM3 for Nvidia's H20 processor as early as August, according to two of the sources.</p><p>The H20 is the most advanced of three GPUs Nvidia has tailored for the China market after the U.S. tightened export restrictions in 2023, aiming to impede supercomputing and AI breakthroughs that could benefit the Chinese military.</p><p>In accordance with U.S. sanctions, the H20's computing power has been significantly capped compared to the version sold in non-China markets, the H100.</p><p>The H20 initially got off to a weak start when deliveries began this year and the U.S. firm priced it below a rival chip from Chinese tech giant Huawei , Reuters reported in May.</p><p>But sales are now growing rapidly, separate sources have said.</p><p>In contrast to Samsung, SK Hynix is the main supplier of HBM chips to Nvidia and has been supplying HBM3 since June 2022. It also began supplying HBM3E in late March to a customer it declined to identify. Shipments went to Nvidia, sources have said.</p><p>Micron has also said it will supply Nvidia with HBM3E.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Clears Samsung's HBM3 Chips for Use in China-Market Processor, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Clears Samsung's HBM3 Chips for Use in China-Market Processor, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-24 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Samsung Electronics' fourth-generation high bandwidth memory or HBM3 chips have been cleared by Nvidia for use in its processors for the first time, three people briefed on the matter said.</p><p>But it is somewhat of a muted greenlight as Samsung's HBM3 chips will, for now, only be used in a less sophisticated Nvidia graphics processing unit (GPU), the H20, which has been developed for the Chinese market in compliance with U.S. export controls, the people said.</p><p>It was not immediately clear if Nvidia would use Samsung's HBM3 chips in its other AI processors or if the chips would have to pass additional tests before that could happen, they added.</p><p>Samsung has also yet to meet Nvidia's standards for fifth-generation HBM3E chips and testing of those chips is continuing, the people added, declining to be identified as they were not authorised to speak to media.</p><p>Nvidia and Samsung declined to comment.</p><p>HBM is a type of dynamic random access memory or DRAM standard first produced in 2013 in which chips are vertically stacked to save space and reduce power consumption. A key component of GPUs for artificial intelligence, it helps process massive amounts of data produced by complex applications.</p><p>Nvidia's approval of Samsung's HBM3 chips comes amid soaring demand for sophisticated GPUs created by the generative AI boom that Nvidia and other makers of AI chipsets are struggling to meet.</p><p>There are only three main manufacturers of HBM - SK Hynix, Micron and Samsung - and with HBM3 also in short supply, Nvidia is keen to see Samsung clear its standards so that it can diversify its supplier base.</p><p>Nvidia's need to have more access to HBM3 is also set to grow as SK Hynix - the clear leader in the field - plans to increase its HBM3E production and make less HBM3, two of the sources said.</p><p>SK Hynix declined to comment.</p><p>Samsung, the world's largest maker of memory chips, has been seeking to pass Nvidia's tests for both HBM3 and HBM3E since last year but has struggled due to heat and power consumption issues, Reuters reported in May, citing sources.</p><p>Samsung said after the publication of the Reuters article in May that claims of failing Nvidia's tests due to heat and power consumption problems were untrue.</p><p>H20</p><p>Samsung could begin supplying HBM3 for Nvidia's H20 processor as early as August, according to two of the sources.</p><p>The H20 is the most advanced of three GPUs Nvidia has tailored for the China market after the U.S. tightened export restrictions in 2023, aiming to impede supercomputing and AI breakthroughs that could benefit the Chinese military.</p><p>In accordance with U.S. sanctions, the H20's computing power has been significantly capped compared to the version sold in non-China markets, the H100.</p><p>The H20 initially got off to a weak start when deliveries began this year and the U.S. firm priced it below a rival chip from Chinese tech giant Huawei , Reuters reported in May.</p><p>But sales are now growing rapidly, separate sources have said.</p><p>In contrast to Samsung, SK Hynix is the main supplier of HBM chips to Nvidia and has been supplying HBM3 since June 2022. It also began supplying HBM3E in late March to a customer it declined to identify. Shipments went to Nvidia, sources have said.</p><p>Micron has also said it will supply Nvidia with HBM3E.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4585":"ETF&股票定投概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4527":"明星科技股","BK4543":"AI","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","BK4579":"人工智能","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4141":"半导体产品","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","NVDA":"英伟达","BK4581":"高盛持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","BK4549":"软银资本持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","SSNLF":"三星电子","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4529":"IDC概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","MU":"美光科技","BK4532":"文艺复兴科技持仓"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453094572","content_text":"Samsung Electronics' fourth-generation high bandwidth memory or HBM3 chips have been cleared by Nvidia for use in its processors for the first time, three people briefed on the matter said.But it is somewhat of a muted greenlight as Samsung's HBM3 chips will, for now, only be used in a less sophisticated Nvidia graphics processing unit (GPU), the H20, which has been developed for the Chinese market in compliance with U.S. export controls, the people said.It was not immediately clear if Nvidia would use Samsung's HBM3 chips in its other AI processors or if the chips would have to pass additional tests before that could happen, they added.Samsung has also yet to meet Nvidia's standards for fifth-generation HBM3E chips and testing of those chips is continuing, the people added, declining to be identified as they were not authorised to speak to media.Nvidia and Samsung declined to comment.HBM is a type of dynamic random access memory or DRAM standard first produced in 2013 in which chips are vertically stacked to save space and reduce power consumption. A key component of GPUs for artificial intelligence, it helps process massive amounts of data produced by complex applications.Nvidia's approval of Samsung's HBM3 chips comes amid soaring demand for sophisticated GPUs created by the generative AI boom that Nvidia and other makers of AI chipsets are struggling to meet.There are only three main manufacturers of HBM - SK Hynix, Micron and Samsung - and with HBM3 also in short supply, Nvidia is keen to see Samsung clear its standards so that it can diversify its supplier base.Nvidia's need to have more access to HBM3 is also set to grow as SK Hynix - the clear leader in the field - plans to increase its HBM3E production and make less HBM3, two of the sources said.SK Hynix declined to comment.Samsung, the world's largest maker of memory chips, has been seeking to pass Nvidia's tests for both HBM3 and HBM3E since last year but has struggled due to heat and power consumption issues, Reuters reported in May, citing sources.Samsung said after the publication of the Reuters article in May that claims of failing Nvidia's tests due to heat and power consumption problems were untrue.H20Samsung could begin supplying HBM3 for Nvidia's H20 processor as early as August, according to two of the sources.The H20 is the most advanced of three GPUs Nvidia has tailored for the China market after the U.S. tightened export restrictions in 2023, aiming to impede supercomputing and AI breakthroughs that could benefit the Chinese military.In accordance with U.S. sanctions, the H20's computing power has been significantly capped compared to the version sold in non-China markets, the H100.The H20 initially got off to a weak start when deliveries began this year and the U.S. firm priced it below a rival chip from Chinese tech giant Huawei , Reuters reported in May.But sales are now growing rapidly, separate sources have said.In contrast to Samsung, SK Hynix is the main supplier of HBM chips to Nvidia and has been supplying HBM3 since June 2022. It also began supplying HBM3E in late March to a customer it declined to identify. Shipments went to Nvidia, sources have said.Micron has also said it will supply Nvidia with HBM3E.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290891864703016,"gmtCreate":1712044435642,"gmtModify":1712044929197,"author":{"id":"3568531222745409","authorId":"3568531222745409","name":"旺财旺福","avatar":"https://static.tigerbbs.com/5e92624c01c47647847429daee443056","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568531222745409","authorIdStr":"3568531222745409"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290891864703016","repostId":"2424050458","repostType":2,"repost":{"id":"2424050458","pubTimestamp":1712043900,"share":"https://ttm.financial/m/news/2424050458?lang=&edition=fundamental","pubTime":"2024-04-02 15:45","market":"us","language":"en","title":"Nvidia Director Sells Stock Worth $9.96M","url":"https://stock-news.laohu8.com/highlight/detail?id=2424050458","media":"Seeking Alpha","summary":"NVIDIA Director, Mark A. Stevens sold 11,000 shares of the company on March 28, 2024 in multiple transactions at prices ranging fromfrom $903.60 to $907.40.More on Nvidia Nvidia Stock Priced As If It Will Deliver Us The Moon Nvidia: Investments In AI Minnows Is A Strategy For Sustaining Leadership Nvidia's AI GTC: Let's Talk About Software And Project GR00T","content":"<html><head></head><body><p>NVIDIA (NASDAQ:NVDA) Director, Mark A. Stevens sold 11,000 shares of the company on March 28, 2024 in multiple transactions at prices ranging from from $903.60 to $907.40. </p><p>The stock sold was worth ~$9.96M.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Director Sells Stock Worth $9.96M</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Director Sells Stock Worth $9.96M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-02 15:45 GMT+8 <a href=https://seekingalpha.com/news/4086073-nvidia-director-sells-stock-worth-996m><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) Director, Mark A. Stevens sold 11,000 shares of the company on March 28, 2024 in multiple transactions at prices ranging from from $903.60 to $907.40. The stock sold was worth ~$...</p>\n\n<a href=\"https://seekingalpha.com/news/4086073-nvidia-director-sells-stock-worth-996m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4587":"ChatGPT概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4543":"AI","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4551":"寇图资本持仓","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4581":"高盛持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVDA":"英伟达","BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4592":"伊斯兰概念","BK4141":"半导体产品","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4567":"ESG概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://seekingalpha.com/news/4086073-nvidia-director-sells-stock-worth-996m","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2424050458","content_text":"NVIDIA (NASDAQ:NVDA) Director, Mark A. Stevens sold 11,000 shares of the company on March 28, 2024 in multiple transactions at prices ranging from from $903.60 to $907.40. The stock sold was worth ~$9.96M.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
