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Minsheng Securities: Industry cloud merchants' capital expenditure steadily increasing, with continuous strong demand for electronic computing power.
The total capital expenditure of the four major cloud businesses in North America in CY3Q24 was $59.814 billion, a year-on-year increase of 61.7% and a quarter-on-quarter increase of 13.2%; market media unanimously expected the total capital expenditure of the four major cloud businesses in North America in CY2024 to be $222.6 billion, a year-on-year increase of 51.0%.
Express News | Cambrian plummeted, domestic EDA concept stocks rose, and many companies responded to market rumors.
Cambrian plummeted, domestic EDA concept stocks rose, many companies responded to market rumors.
According to Yicai on November 8, today's opening, the A-share semiconductor industry chain soared, with Huada Jutian's stock price rising by 20%, Guolian Electronic's stock price rising by 9.29%, Guangli Micro rising by 9.75%, Canxin Technology rising by 20%, Kingsemi Co., Ltd. rising by 8.83%, Semiconductor Manufacturing International Corporation rising by 2.02%, of which Huada Jutian, Guolian Electronic, and Guangli Micro are all EDA (Electronic Design Automation) manufacturers. However, AI chip companies such as Cambricon suffered a major drop. There were market rumors that Taiwan Semiconductor would have sudden changes in 7nm supply in the mainland area, with the news expected to be announced as early as next week. A veteran in the semiconductor foundry industry stated, "I have not heard of the above rumors."
Cambrian-U (688256): The protagonist of the era with domestic computing power core.
The domestic computing power base drives the empowerment of the artificial intelligence industry. Cambricon, founded in 2016, focuses on the research and development of artificial intelligence chip products and technological innovation, and is committed to creating core processor chips in the field of artificial intelligence. Cambricon provides cloud-edge-end-to-end
Cambrian Technology (688256.SH): No share repurchase has been implemented.
Gelonghui November 1st | Cambricon (688256.SH) announced that as of October 31, 2024, the company has not yet implemented share repurchases.
Express News | Star market closing review: sse science and technology innovation board 50 index fell by 3.06%, with significant declines in low altitude economy and semiconductor sectors.
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