TrendForce Jibang Consulting: The NAND Flash industry's revenue increased 28.1% in the first quarter to reach US$14.71 billion

TrendForce Jibang Consulting pointed out that looking at the trend in the second quarter, PC and smartphone customers' NAND Flash inventory levels are already high. In addition, consumer terminal order growth this year is still not better than expected, and brand manufacturer buyers' stocking is becoming conservative.

Zhitong Finance13:35

US stocks closed | NASDAQ reached a new high! Nvidia surged nearly 7%; GameStation once surged nearly 40%

The Dow fell back to a three-week low; Tesla closed down more than 1%, and the seven tech giants fell; the China Securities Index stopped five consecutive declines, Xiaopeng Motors closed up nearly 3%, and Pinduoduo fell nearly 5%.

wallstreetcn07:03

Goldman Sachs raised its HBM forecast again: doubling every year for the next three years

Goldman Sachs predicts that the global HBM (high-bandwidth memory chip) market will reach US$30 billion by 2026, up more than 30% from the March forecast.

wallstreetcnMay 28 23:05

Who will be the next AI driver after Nvidia? Wall Street's “smart money” has already been quietly deployed

The latest quarterly position reports for hedge funds and mutual funds show that the two major funds have both reduced the stock positions of the Big Seven US stocks, but they are still holding on to the main AI investment line and betting heavily on “Nvidians” in other industries.

Futu NewsMay 28 20:27

US Stock Outlook | Bullishness continues! Wall Street raised its target price of S&P 500 to 5,600 points; Nvidia rose nearly 3% before the market, and the stock price approached $1,100

Senior Federal Reserve officials once again spoke out: the downsizing should continue; the policy statement needed more details; WSB concept stocks strengthened before the market, GME rose more than 26%, and AMC rose more than 5%; Dell rose more than 4% before the market, opening a record high.

Futu NewsMay 28 19:54

Micron plans to invest more than 5 billion US dollars to build a factory in Japan and put it into operation as soon as 2027

① American chip giant Micron Technology plans to build a new plant in Hiroshima Prefecture, Japan to produce DRAM chips. It is said that it can be put into operation as soon as the end of 2027; ② Micron Technology is expected to invest 600 billion to 800 billion yen (about 5.1 billion US dollars). Construction of the new plant will begin in early 2026, and EUV equipment will be installed.

cls.cnMay 28 16:03