DRAM and NAND shipments surge over 370%! Wells Fargo says rising AI infrastructure costs are not a warning sign, semiconductor market cycle continues

智通财经2026/08/07 07:51

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Jitong Finance APP reports that Wells Fargo, citing data from the Semiconductor Industry Association (SIA), released a report stating that memory chips have become the key driver of high growth in the current industry cycle. Data shows that in June, the total semiconductor shipments increased by 134% year-on-year, reaching 151.9 billion US dollars. Excluding memory chips, semiconductor shipments grew by 38% year-on-year, reaching 63.5 billion US dollars, with May's increase at 34%.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, believes that the negative non-farm payroll data in July is not a sign of recession, but rather evidence that the AI productivity revolution is reshaping the labor market. He bluntly stated that further interest rate hikes "make little sense," strongly supporting the use of fiscal measures such as loosening regulations to fight inflation. He has shifted funds toward European bond markets and emerging markets, considering U.S. investment-grade corporate bonds "completely unattractive" due to the massive increase in supply facing the market.

华尔街见闻•2026/08/07 23:31

No selling pressure in the first round of unlocks! SpaceX (SPCX.US) surged about 23% in two days, with its market capitalization soaring by over $320 billions.

智通财经•2026/08/07 23:31

The US over-the-counter copper futures price has fallen below $6.7, with an intraday decline of 1.6%. As a commodity that is highly sensitive to global macroeconomic trends, short-term copper price fluctuations are usually related to multiple factors such as market expectations for global economic recovery, the US dollar index trends, and demand expectations from major industrialized countries. This intraday decline is also influenced by related trading factors.

智通财经•2026/08/07 23:00

The US natural gas over-the-counter market has risen by more than 1% during trading, with the current price quoted at $2.6763.

智通财经•2026/08/07 22:46