US Pre-Market News Roundup: Musk Says Robots Will Need More Memory Than Any Other Field
Oct 27, 20:42
October 27: According to Cailian Press, here are the key US equity market news items investors should focus on:\
- All three major US stock index futures are rising together. Dow futures are up 0.28%, S&P 500 futures up 0.36%, and Nasdaq 100 futures up 0.59%.\
- International oil prices edged lower. WTI crude futures fell 0.80% to $100.943/barrel; Brent crude futures fell 0.51% to $110.176/barrel.\
- Spot gold and silver moved in opposite directions. Spot gold rose 0.15% to $4,023.17/oz; spot silver fell 0.80% to $53.52/oz.\
- Europe's three major stock indexes were mixed. The UK's FTSE 100 fell 0.88%, France's CAC 40 rose 0.43%, and Germany's DAX 30 rose 0.33%.\
- Musk said robots' memory consumption will dwarf that of all computing devices that exist on Earth. He also said robots use low-power DRAM chips rather than high-bandwidth memory (HBM).\
- Meta announced it will expand its collaboration with Nvidia on the Muse model, including strengthening the AI agent security system built on Nvidia's OpenShell reference architecture. Meta will further expand the deployment scale of its Vera Rubin compute clusters.\
- TSMC is considering raising prices for its CoWoS advanced packaging services by 10% to 20%. As AI chip demand expands from GPUs to server CPUs and customized AI chips, advanced packaging capacity is tightening, and the related cost pressure may be passed on to chip design companies.\
- TSMC plans to shrink the area of its high-density 6T SRAM bit cell to below 0.017 square micrometers on its A14 process, which is slated for mass production in 2028, a reduction of more than 19%. A14 is currently in trial production, used to assess feasibility and let customers verify design performance.\
- General Motors will leave the NYSE, and its shares will trade on Nasdaq starting November 17, keeping the "GM" ticker symbol, with eligibility for possible future inclusion in the Nasdaq 100 index.\
- The Bank of Korea warned that if US tech giants slow their AI infrastructure investment next year, South Korean semiconductor exports could be $50 billion to $100 billion lower than previously forecast.