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Shanghai Gold Exchange gold T+D rose 0.41% to 910.7 yuan/gram in the July 3 (Friday) evening session; silver T+D gained 0.76% to 15,207 yuan/kg.
2026-07-04
Shanghai Gold Exchange gold T+D rose 0.41% to 910.7 yuan/gram in the July 3 (Friday) evening session; silver T+D gained 0.76% to 15,207 yuan/kg.
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2026-07-04
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
2026-07-05
Anthropic已启动自研AI芯片的前期研发工作,并与三星电子洽谈,计划将其作为潜在芯片代工合作方。此举效仿OpenAI,目的是加强对支撑自身大模型、成本高昂的算力硬件体系的自主掌控。
Anthropic已启动自研AI芯片的前期研发工作,并与三星电子洽谈,计划将其作为潜在芯片代工合作方。此举效仿OpenAI,目的是加强对支撑自身大模型、成本高昂的算力硬件体系的自主掌控。
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