On Wednesday, Micron, which ranked first in U.S. stock trading volume, closed up 4.06% with transactions amounting to 32.599 billion dollars.
According to a report by Taiwan Economic Daily on the 7th, Taiwanese storage manufacturer Nanya Technology has recently notified its customers that it will once again raise the contract prices for DRAM, with the maximum increase reaching 20%.
The chairman of Micron Technology and CEO recently stated during a financial report conference call that the structural gap between supply and demand growth rates has led to persistent supply shortages. Even taking into account the industry's new DRAM cleanroom space expansion plans, there is no sign of a turning point where supply and demand will balance under the strong demand trend. The industry's HBM demand growth rate is expected to outpace that of traditional DRAM until 2028. Micron has already secured agreements for most of its HBM for 2027.
Storage chips rebounded after a significant decline on the previous trading day, with Micron rising by 4.06% and UltraMicro Computers rising by 3.41%. On the same day, Micron received D.A. Davidson raised its target price from $2,100 to $3,000, and analyst Gil Luria cited the ongoing shortage of storage demand that will continue into 2027 and 2028 as the reason for this move.
NVIDIA came in at 3rd place, with a decline of 0.74% and trading volume of 19.349 billion US dollars.
The RTX Spark equipped with NVIDIA chips is officially launching its pre-sale today. At the same time, NVIDIA also unveiled the first desktop-side AI supercomputer designed specifically for Windows enterprise desktops – the preview versions of NVIDIA DGX Station, for, and Windows.
At the Microsoft press conference held in San Francisco on Wednesday, NVIDIA CEO Jensen Huang and Microsoft's CEO Satya Nadella jointly announced a deep cooperation plan: through software and hardware collaboration engineering optimization, AI intelligents will be able to run natively on the Windows PC platform. Jensen Huang stated on-site that the establishment of NVIDIA itself relied on the Windows ecosystem, and now the era of AI intelligents has officially arrived on the Windows platform.
5th place goes to Sandisk, with a gain of 1.92% and trading volume of 15.45 billion US dollars.
6th place: SpaceX, with a decline of 2.51% and trading volume of 12.957 billion US dollars.
According to an informed source, Apollo Capital Management and several banks are in discussions with SpaceX to facilitate the company's purchase of NVIDIA graphics processors worth $40 billion.
Investors' concerns about the company's heavy borrowing have intensified. On Wednesday, the credit risk indicator of SpaceX rose to its highest level since trading began, and its bonds also weakened significantly in the secondary market.
7th place: AMD, with a decline of 0.55% and trading volume of 11.901 billion US dollars.
AMD CEO Su Zhifeng delivered a speech in Seoul, stating that Samsung and SK Hynix are crucial to the long-term supply chain, and mentioned that according to company information, they will invest tens of billions of dollars in the global supply chain.
Apple, ranked 8th, rose by 0.91%, with a trading volume of 11.468 billion US dollars.
Apple will collaborate with LG Electronics to develop smart home accessories, including smart doorbells, smart door locks, thermostats, indoor and outdoor security cameras, and floodlight security cameras. According to reports, the jointly developed accessories will be sold under the LG brand, with LG responsible for production and product support.
Tesla, ranked 10th, fell 0.75%, with a trading volume of $9.621 billion.
11th place: Meta, with a decline of 2.38% and trading volume of 9.55 billion US dollars.
The Attorney General of Florida stated that an application has been made for a temporary injunction against Meta. A request has been made to the Florida courts to order Meta to disable the features that cause addiction among teenagers, and not to disturb them during school hours or sleep times of children in Florida.
Intel, ranked 12th, rose by 0.55%, with a trading volume of 9.352 billion US dollars.
Elon Musk clarified regarding the Texas Terafab chip complex project: The factory will be constructed and operated by Tesla and SpaceX. TSMC will only be able to rent a portion of the production capacity and will not take over the operation of the factory. On the same day, Intel's CEO Chen Liwu stated that Intel will continue to remain in the Terafab cooperation camp and will not withdraw.
Amazon ranked 13th, with a gain of 1.42% and trading volume of $9.326 billion.
Microsoft ranked 14th, with a gain of 0.09%, and trading volume of 8.871 billion US dollars.
Microsoft held a Surface new product launch event, where they showcased the Autopilot future direction. According to their vision, this intelligent agent will enable Windows AI to further achieve autonomous task execution.
Google A ranked 16th, with a gain of 0.81% and trading volume of 7.251 billion US dollars.
Google and Unity announce a partnership, with both parties planning to launch the AI gaming platform Unity Spark later this year. The two companies have reached a cooperation on a new AI gaming platform for the next generation of interactive entertainment.
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Responsible Editor: Ding Wenwu
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