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旺财旺福
07-24
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旺财旺福
04-03
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Nvidia Looks to Benefit From Elevated AI Server Demand in Asia: Oppenheimer
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04-02
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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","kind":"news","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. 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"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 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 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":{"LU0456855351.SGD":"JPMorgan Funds - 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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":186,"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,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":291306337214672,"gmtCreate":1712145628814,"gmtModify":1712146060118,"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291306337214672","repostId":"2424397046","repostType":2,"isVote":1,"tweetType":1,"viewCount":186,"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","kind":"highlight","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":{"MU":"美光科技","BK4527":"明星科技股","SSNLF":"三星电子","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4587":"ChatGPT概念","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4551":"寇图资本持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4529":"IDC概念","BK4585":"ETF&股票定投概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4141":"半导体产品","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","BK4550":"红杉资本持仓","BK4588":"碎股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4549":"软银资本持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","BK4579":"人工智能","BK4543":"AI","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC"},"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":174,"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","kind":"highlight","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":{"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","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4529":"IDC概念","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4592":"伊斯兰概念","LU0072462426.USD":"贝莱德全球配置 A2","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109392836.USD":"富兰克林科技股A","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","NVDA":"英伟达","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","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","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) 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","BK4579":"人工智能","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4141":"半导体产品","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"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":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}