The chip industry is seeing a wave of price hikes! SMIC's wafer prices rose 1.8% month over month, while memory demand is diverging. Jensen Huang resigned from three positions at Nvidia, prompting a congressional investigation. Samsung and SK Hynix are fiercely competing in HBM4 memory. Foxconn predicts that chip supply will remain tight through 2027, while demand for AI computing power is set to explode, with a possible imbalance after 2028. Crypto mining and AI are driving demand for high-end chips, ushering in a golden age for the industry!
#芯片涨价 #AI芯片 $NVDA $AMD
Chip industry sees price surge! SMIC's wafer prices up 1.8% QoQ, memory demand diversifying. Jensen Huang resigns from three Nvidia positions, facing congressional probe. Samsung and SK Hynix fiercely competing on HBM4 memory. Foxconn predicts chip supply tight through 2027, while AI computing demand explodes, with imbalance risks looming after 2028. Crypto mining and AI driving high-end chip demand, creating golden era for supply chain!
#ChipPriceHike #AIChips $NVDA $AMD
#芯片涨价 #AI芯片 $NVDA $AMD
Chip industry sees price surge! SMIC's wafer prices up 1.8% QoQ, memory demand diversifying. Jensen Huang resigns from three Nvidia positions, facing congressional probe. Samsung and SK Hynix fiercely competing on HBM4 memory. Foxconn predicts chip supply tight through 2027, while AI computing demand explodes, with imbalance risks looming after 2028. Crypto mining and AI driving high-end chip demand, creating golden era for supply chain!
#ChipPriceHike #AIChips $NVDA $AMD