A[Overview of U.S. stock market pre-market news: TSMC expects silicon photonics market share to exceed 50% in 2027; SK Hynix plans to hand over some HBM basic die production to Intel; Apple will officially replace Ternus as CEO tomorrow] August 31st, investors need to focus on the following financial news in the U.S. stock market:
1. The three major U.S. stock index futures collectively declined. Dow Jones futures fell 0.30%, S&P 500 futures fell 0.31%, and Nasdaq 100 futures fell 0.18%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 3.47% to US$86.292/barrel; Brent crude oil futures prices rose 3.20% to US$90.919/barrel. On the news, Trump said that the United States would respond to Iran’s attack on US troops.
3. International gold and silver spot prices were mixed. Spot gold prices fell 0.19% to US$4,445.86 per ounce; spot silver prices rose 1.09% to US$67.02 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.29%, France's CAC40 index rose 0.21%, and Germany's DAX30 index fell 0.69%.
5. NVIDIA has launched a new generation of high-bandwidth memory technology, NVIDIA NVHBM, which can provide higher memory performance and efficiency for XPU.
6. TSMC stated that the underlying architecture of optical transceivers is undergoing structural changes. Silicon photonics has become a mainstream type, and the market share is expected to exceed 50% in 2027. Silicon photonics is ultimately embodied in co-packaged optics (CPO), and manufacturers will enter mass production in the second half of this year.
7. SK Hynix is considering handing over some HBM basic die production to Intel to reduce its dependence on TSMC wafer foundry. The program is expected to start with the seventh-generation HBM chip HBM4E.
8. Apple will officially complete its first CEO change since 2011 on September 1. John Ternus, currently senior vice president of hardware engineering, will succeed Cook as CEO and join the board of directors.
9. Some artificial intelligence laboratories such as OpenAI are reported to have purchased tens of thousands of Mac minis and Mac Studio for training AI agents, and are in urgent need of more such equipment. Anthropic also rents Mac minis from Amazon AWS.
10. SpaceX is building a foundry in Bastrop, Texas, to produce blades and guide vanes for large gas turbines. Gas turbines can be put into operation up to 18 months in advance.
11. Eli Lilly stated that the research data of two drugs, Taltz and Zepbound, in the treatment of obesity have shown positive results. A[NVIDIA launches next-generation high-bandwidth memory technology NVIDIA NVHBM to provide higher memory performance and efficiency for XPU] August 31, as AI agents and trillion-parameter workloads become increasingly mainstream, the performance of AI infrastructure depends not only on computing power, but also on how computing, memory, storage, network and software are co-designed as a unified system. To help hyperscale enterprises and AI innovators build a new generation of semi-customized AI infrastructure, NVIDIA launched NVIDIA NVHBM technology, further expanding the NVIDIA NVLink Fusion technology solution. NVHBM is a next-generation high-bandwidth memory technology that delivers higher memory performance and efficiency to the XPU. The technology will be validated and available from leading memory partners, making this advanced memory capability available to NVLink Fusion customers. By integrating the memory controller into the 3D HBM stack rather than on the XPU, NVHBM can achieve up to 30% memory bandwidth improvement compared to standard HBM4E, reduce HBM power consumption by 15%, and free up up to 25% area for the XPU compute die.
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