Nvidia(US:NVDA) Zhi Tong Cai Jing·2025-11-20 01:23Group 1 - Nvidia has provided a strong revenue outlook for the upcoming quarter, estimating approximately $65 billion for Q4, surpassing analyst expectations of $62 billion and some predictions as high as $75 billion, indicating robust demand for its AI accelerators [1] - The U.S. has approved the sale of advanced AI chips to UAE's G42 and Saudi Arabia's Humain, significantly aiding these countries in their ambitions to become key players in the tech sector, with the approval covering 35,000 Nvidia Blackwell chips [1] - Following the revenue outlook announcement, Nvidia's stock rose by 5% in after-hours trading, contributing to a total increase of 39% year-to-date [1] Group 2 - In the semiconductor supply chain, InnoLux (02577) is recognized as a leading GaN power semiconductor company with a 30% global market share, benefiting from a projected 63% CAGR in the GaN market from 2024 to 2028 [2] - BYD Electronics (00285) is involved in the development of next-generation AI factories, with its subsidiary Lead Wealth being recognized as a power system component supplier for Nvidia's new 800V DC AI server architecture expected to launch in 2027 [2] - ASMPT (00522) is enhancing its TCB and HBM strategies, with expected acceleration in shipments starting from Q4 2025, having secured orders for HBM4 from major clients and preparing for large-scale production [3]