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在记忆里寻找你
02-27

$英伟达(NVDA)$

Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com

Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark.The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics.Nvidia shares were up 0.4% in premarket trading at $793.80.The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall.The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs.Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidi

Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com

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Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2414821884","media":"Dow Jones","summary":"Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark.The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics.Nvidia shares were up 0.4% in premarket trading at $793.80.The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall.The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs.Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidi","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&amp;P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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 Stock Gains. 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Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-27 17:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&amp;P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVDA":"英伟达","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MU":"美光科技","BK4529":"IDC概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","SSNHZ":"Samsung Electronics Co., Ltd.","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4587":"ChatGPT概念","BK4566":"资本集团","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4575":"芯片概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","INTC":"英特尔","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","AMD":"美国超微公司","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414821884","content_text":"By Adam Clark \n\n\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n\n\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n\n\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n\n\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n\n\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n\n\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n\n\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n\n\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n\n\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n\n\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n\n\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 27, 2024 08:08 ET (13:08 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}