[Music] Back on Morning Movers with another look at Nvidia. It's in the crosshairs of regulators in China. The economic superpower says that the company violated its anti- monopoly law.Shares are taking a hit this morning as a result. Keep in mind, Nvidia hit an all-time high of 184 last month. It's rallied nearly 50% over the past year, closing Friday with a market cap of 4.3% trillion.Time now for options corner. Joining us to take a deeper look at Nvidia, it's Rick Dukat, lead market technician here on S ...

Summary of Key Points from the Conference Call Industry Overview - The conference focused on the semiconductor industry, particularly advancements in AI chips, heterogeneous integration, advanced packaging, and optical interconnect technologies, reflecting the growing importance of these areas in the market [2][3][20]. Core Findings 1. **TSMC's Capacity Expansion**: TSMC is expected to expand its CoWoS capacity to 100kwpm by the end of 2026, up from 70kwpm at the end of 2025, driven by robust demand for Cloud AI GPUs and ASICs [3]. 2. **AI Computing Demand**: AI computing requirements have surged by 10x in the past year, necessitating advancements in chip scaling, memory, and interconnect technologies [3]. 3. **3.5D Advanced Packaging**: The event highlighted significant discussions around 3.5D advanced packaging, which is anticipated to become mainstream for high-performance computing, improving cost structures and product design speeds [3]. 4. **Heterogeneous Integration**: The trend towards co-packaged optics (CPO) is gaining traction, with expectations for power consumption to be optimized by 2028, allowing for the replacement of copper in AI server integrations [3]. 5. **Testing Innovations**: The complexity of die and package designs is increasing the need for more rigorous testing at the wafer/die level to identify yield issues early [3]. Stock Recommendations - Top stock picks in the Greater China semiconductor sector include TSMC, ASE, MediaTek, Alchip, and Aspeed, all rated as "Buy" due to their structural AI opportunities [4]. Additional Insights - **Optical Interconnects**: Nvidia's advancements in networking infrastructure, particularly with its Spectrum-X CPO solution, promise significant power savings and improved signal integrity [12]. - **AI Data Center Power Consumption**: The power consumption of AI data centers is projected to rise dramatically, with examples like Meta's Hyperion data center expected to consume 2GW by 2030 [16]. - **Challenges in Advanced Packaging**: The industry faces challenges in transitioning to panel-level packaging and CoWoP technologies, which require overcoming technical hurdles related to system design and materials [30][39]. Emerging Technologies - **Silicon Photonics**: TSMC's COUPE platform aims to enhance integration of optics and electrical signaling, addressing bandwidth bottlenecks in computing performance [12]. - **GaN Technology**: GaN is highlighted for its efficiency and potential in powering AI applications, with Texas Instruments and Infineon leading developments in this area [36][38]. Conclusion - The semiconductor industry is at a pivotal point, driven by AI advancements and the need for innovative packaging and integration solutions. Companies like TSMC, Nvidia, and MediaTek are positioned to capitalize on these trends, while challenges in testing and power consumption remain critical areas for development [3][4][16][20].

Chinese regulators, on a day of U.S. trade talks, said that an acquisition by Nvidia had violated antimonopoly regulations. ...

to bring in Kevin Green, senior markets correspondent to help set up the action today. All right, KG. Uh before we get into a conversation about the Fed, let's talk about stocks at all-time highs. Right, we had the NASDAQ finished at a new all-time high on Friday. We've still got the S&P 500 sitting around the all-time high.Dow as well, and now you've got this chase going on in the Russell 2000. So, what do you make of where things are now. Well, obviously the market is still uh you know, bullish o overall ...

2024年12月9日，市场监管总局曾发布消息称，因英伟达公司涉嫌违反《中华人民共和国反垄断法》及 《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的 公告》（市场监管总局公告﹝2020﹞第16号），市场监管总局依法对英伟达公司开展立案调查。 中国电子报2025-09-15 17:36:34 9月15日，记者从国家市场监督管理总局（以下简称市场监管总局）官网获悉，近日，经初步调查，英 伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购 迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对其实施进一步调查。 作者 丨张心怡 编辑丨吴丽琳 美编丨马利亚 ...

Nvidia's purchase of Israeli company Mellanox Technologies violated antitrust laws, China says. WANG GANG / Feature China / Future Publishing via Getty Images Close China said Monday that Nvidia (NVDA) violated anti-monopoly laws and that it would keep investigating the chip giant, putting the AI bellwether under pressure as Beijing and Washington continue trade talks. The announcement from China's State Administration for Market Regulation followed a preliminary investigation into Nvidia's acquisition of I ...

截至发稿，道琼斯指数期货涨0.16%，标普500指数期货涨0.2%，纳斯达克100指数期货涨0.14%。 智通财经9月15日讯（编辑 赵昊）周一（9月15日）美股盘前，三大指数期货小幅走高。 个股方面，特斯拉股价盘前涨近8%，公司在"FORM 4"中披露，埃隆·马斯克于上周五（9月12日）购入超过250万股特斯拉股票，斥资约10亿 美元。 英伟达盘前跌约1.6%，中国国家市场监管总局公布，近日，经初步调查，英伟达公司违反反垄断法，国家市场监管总局依法决定对其实施进 一步调查。 | 名称 ▼ | 月 ▼ | 最新 | 最高 | 最低 | 涨跌额 ▼ | 涨跌幅 ▼ | 时间 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | = US 30 | | 45,909.00 | 45,942.50 | 45,804.50 | +74.80 | +0.16% | 20:01:08 | | = US 500 | | 6,597.60 | 6,598.30 | 6,581.40 | +13.30 | +0.20% | 20:00:52 | | 트 US Tech ...

每经记者｜岳楚鹏 每经编辑｜陈柯名 兰素英 ①【三大期指涨跌不一】道指期货涨0.22%、标普500指数期货涨0.09%、纳指期货跌0.06%。 ②【热门中概股多数上涨】热门中概股多数上涨。截至发稿，阿里巴巴上涨2.28%，京东上涨1.48%，理想汽车上涨2.12%，小鹏汽车上涨2.25%，蔚来汽 车上涨3.53%。 ③【英伟达跌超2%，违反反垄断法，被进一步调查】北京时间9月15日，国家市场监管总局网站发布公告：近日，经初步调查，英伟达公司违反《中华人 民共和国反垄断法》和《市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法 决定对其实施进一步调查。截至发稿，英伟达下跌2.51%。 ④ 【谷歌Gemini下载量超ChatGPT登顶美区App Store】当地时间9月14日，在美区App Store，谷歌Gemini下载量已超过ChatGPT，成为免费榜排名第一的 应用。截至发稿，谷歌上涨1.09%。 ⑤【默沙东来特莫韦片（Ⅱ）在中国获批】默沙东宣布其新型非核苷类巨细胞病毒（CMV）抑制剂普瑞明®的全新剂型——来特莫韦片（Ⅱ）已获中国 国家药品监督管 ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

ToplineChina's top competition regulator on Monday said a preliminary investigation found chipmaker Nvidia was violating the country’s antitrust laws, in an announcement that could further inflame tensions between the U.S. and China at a time when officials from both countries are meeting to discuss a potential trade deal in Madrid. Jensen Huang, CEO of Nvidia, speaks to journalists during a trip to China.dpa/picture alliance via Getty ImagesKey FactsIn a brief announcement, China’s State Administration for ...