NVIDIA

Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

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Semiconductor Game, Divergence in US Stocks, and Adjustments in A-shares! Global Markets in a Turbulent Autumn, Key Risk Points Not to Be Ignored

In mid to late November, global markets are experiencing a complex moment intertwined with multiple events: there has been phased progress in the negotiations between China and the Netherlands regarding Nexperia, NVIDIA’s earnings report is impressive but cannot hide the divergence in tech stocks, A-shares are facing a broad decline, and the divergence in the … Read more

Countermeasures in Semiconductor Materials

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Countermeasures in Semiconductor Materials

Hello, this is “Yikong Classmate” Today’s topic: 1. Small volume bullish 2. News: NVIDIA earnings report, countermeasures in semiconductor materials Disclaimer: This article discusses all subjects solely for research or review purposes and does not constitute investment advice! …….. Small volume bullish ends three consecutive bearish days, still within a volatile platform. Oil and gas, … Read more

Leading Stocks in NVIDIA’s Supply Chain (PCB, Optical Modules CPO, AI Computing Servers, Liquid Cooling, Copper Cables, Power Supply)

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Leading Stocks in NVIDIA's Supply Chain (PCB, Optical Modules CPO, AI Computing Servers, Liquid Cooling, Copper Cables, Power Supply)

NVIDIA will release its financial report after the US stock market closes (5 AM Beijing time), which will determine whether AI computing hardware stocks can experience a strong rebound. If it does not exceed expectations, further adjustments are likely. Referring to previous articles Below are the leading stocks in NVIDIA’s segmented fields: 1. AI Server … Read more

Arm Joins Nvidia NVLink Fusion Ecosystem!

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Arm Joins Nvidia NVLink Fusion Ecosystem!

Arm announced at the 2025 Supercomputing Conference (Supercomputing ’25) that it has joined the NVLink Fusion ecosystem in collaboration with Nvidia. This marks a significant advancement for the technology, with the number of core microarchitecture developers supporting it reaching 2 and a total of 4 CPU developers. For Nvidia, this means that Arm customers will … Read more

Arm Joins NVIDIA NVLink Fusion Ecosystem

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Arm Joins NVIDIA NVLink Fusion Ecosystem

At the Supercomputing ’25 conference, Arm and NVIDIA announced that Arm has joined the NVLink Fusion ecosystem, marking the support of this technology by two major microarchitecture developers and a total of four CPU developers. For NVIDIA, this means that Arm’s customers will be able to develop processors that can work in conjunction with NVIDIA … Read more

The Underlying Truth in the AI Era: It’s Not the Chips That Win, But the Ecosystem

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In the past three years, the explosive expansion of AI has propelled Nvidia to a market valuation of $5 trillion, with this year’s net profit even surpassing the combined sales of Intel and AMD. This is not a coincidence, but rather a moat built from technology, products, and ecosystem. The dominance of the Blackwell and … Read more

Dissecting the Logic Behind the Current Adjustment in Global Technology and Semiconductor Sectors

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Since early November, the global technology, AI, and semiconductor sectors have experienced a synchronous pullback, with market sentiment shifting from “overweight technology” to “selective allocation.” This year’s correction has both endogenous reasons related to valuation adjustments and exogenous shocks from macroeconomic and financial factors. This analysis unfolds along three main lines: valuation repricing, demand-side rhythm, … Read more

AI Hardware: Opportunities and Challenges in a Fragmented Market

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In July and August, AI hardware has been in the spotlight. Companies like Industrial Fulian, Cambricon, Zhongji Xuchuang, and Cambridge Technology have made headlines. However, the AI hardware sector is showing signs of fragmentation, with an overall adjustment as prices have risen significantly. Looking ahead, the world has indeed entered the AI era, and the … Read more

Examining the Risks of AI Hardware through SoftBank’s Liquidation of Nvidia

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In November 2025, SoftBank Group’s decision to liquidate all its Nvidia shares for $5.83 billion sent shockwaves through the global technology capital market. As a seasoned investor who has entered and exited Nvidia twice and witnessed its market capitalization soar from hundreds of billions to trillions, SoftBank’s high-level cash-out was no coincidence but a precise … Read more

NVIDIA’s Market Value Surpasses $5 Trillion: How Long Can the Chip Dividend Last?

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On October 29, NVIDIA’s market value reached as high as $5.16 trillion, making it the first publicly traded company to exceed a market value of $5 trillion. How much is $5 trillion? If you were to scratch lottery tickets every day and win $100 million each day, it would take approximately 137 years. According to … Read more