A · Important
[Overview of U.S. stock market pre-market news: Musk said that robots will require more memory than any other field; Nvidia and Meta are strengthening cooperation on the Muse model; TSMC plans to increase advanced packaging prices by up to 20%] On October 27, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. The three major U.S. stock index futures collectively rose. Dow Jones futures rose 0.28%, S&P 500 futures rose 0.36%, and Nasdaq 100 futures rose 0.59%.
2. International oil prices fell slightly. WTI crude oil futures prices fell 0.80% to US$100.943/barrel; Brent crude oil futures prices fell 0.51% to US$110.176/barrel.
3. International gold and silver spot prices were mixed. Spot gold prices rose 0.15% to US$4,023.17 per ounce; spot silver prices fell by 0.80% to US$53.52 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index fell 0.88%, France's CAC40 index rose 0.43%, and Germany's DAX30 index rose 0.33%.
5. Musk said that the memory consumption of robots will crush all existing computing devices on the earth. He also said that the robot uses low-power DRAM chips instead of high-bandwidth memory (HBM).
6. Meta announced that it will expand cooperation with NVIDIA on the Muse model, including relying on NVIDIA's OpenShell reference architecture to strengthen the AI agent security system. Meta will further expand the deployment scale of Vera Rubin computing power cluster.
7. TSMC is considering increasing the price of CoWoS advanced packaging services by 10% to 20%. As the demand for AI chips expands from GPUs to server CPUs and customized AI chips, advanced packaging production capacity is tightening, and related cost pressures may be transmitted to chip design companies.
8. TSMC plans to reduce the area of high-density 6T SRAM bit cells to less than 0.017 square microns on the A14 process that will be mass-produced in 2028, a decrease of more than 19%. A14 is currently in the trial production stage to evaluate feasibility and allow customers to verify design performance.
9. General Motors will bid farewell to the New York Stock Exchange. Its shares will be traded on Nasdaq starting from November 17. It will continue to use the stock code "GM" and may be eligible to be included in the Nasdaq 100 Index in the future.
10. The Bank of Korea warned that if U.S. technology giants slow down investment in AI infrastructure next year, South Korea’s semiconductor exports may fall by US$50 billion to US$100 billion compared with previous forecasts.
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