Synopsys has discontinued some traditional EDA software and has notified more than 10 chip manufacturers.
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US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
Sun Guoliang of Muxi Technology: Orders for some products are already booked until next year or even later; the MXC600 chip series has already been shipped in large quantities.
Mars Finance reported on July 8th that during the "Vibrant China Research Tour" in Shanghai, Sun Guoliang, Chief Product Officer and Senior Vice President of Muxi Technology, revealed that orders for some of the company's products are already booked into next year and beyond. The MXC600 chip series is the company's main product this year and is already shipping in large quantities. Regarding the contradiction in the market between "hardware shortages" and "concerns about computing power surplus," he believes that currently, general-purpose, easy-to-use, stable, and reliable computing power is scarce, even extremely difficult to obtain. The surplus computing power refers to computing power applicable to some non-general-purpose architectures, capable of running only previous-generation models or certain niche models, which constitutes a certain degree of overcapacity. (Science and Technology Innovation Board Daily)
Analog chip manufacturer Analog Devices (ADI) has issued a notice stating that delivery times for some products have been extended, reminding customers to place orders six months in advance.
Mars Finance reported on July 6th that Analog Devices (ADI), a major analog chip manufacturer, recently issued another notice to its customers, stating that rising demand has led to tight supply, with lead times for some products reaching up to six months. Customers who fail to place orders six months in advance may face even longer delivery times in the future. (Science and Technology Innovation Board Daily)
Samsung plans to raise DRAM prices by 20% in the third quarter and has already notified some customers verbally.
According to Mars Finance, on July 4th, news broke yesterday that Samsung Electronics plans to raise the average selling price of DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter. An executive from a consumer electronics manufacturer confirmed, "This is true." They stated that Samsung had been in talks with them in June and they had received verbal notification of the DRAM price increase. "The significant price increase in upstream components will be passed on to the final product price, which will curb some market demand. However, the overall price of consumer electronics products is not high now, so even with the price increase, it is not expected to significantly affect consumer purchasing decisions." Another industry veteran confirmed that the news of Samsung's planned 20% DRAM price increase in the third quarter is true, and Samsung has already notified some customers of the verbal price quote.
News: Zhipu is evaluating its self-developed custom AI chip
According to a report by The Information, multiple sources revealed that Zhipu, a leading Chinese AI company, is considering designing its own AI chip. It is understood that with the rapidly increasing demand for its GLM series of large-scale models, coupled with increasing constraints on computing resources, Zhipu has recently made initial contact with some domestic chip design companies to explore the possibility of jointly developing a customized AI processor. The report points out that for large-scale AI model developers, developing their own chips aims to achieve hardware and software synergy optimization, improve computing efficiency, and reduce dependence on external GPU suppliers. Besides Zhipu, another domestic large-scale model company, DeepSeek, has also recently been reported to be simultaneously advancing its self-developed chip project focused on inference scenarios. Globally, top AI developers such as OpenAI (which has announced its self-developed chip Jalapeño) and Anthropic are actively developing customized chips, and the AI industry is accelerating towards a dual-track development stage of "model + chip" hardware and software integration.
Memory chip concept stocks opened sharply higher, with Jiangbolong rising over 10%.
According to Mars Finance, memory chip concept stocks opened sharply higher this morning, with Jiangbolong rising over 10%, followed by CECPORT, Biwin Storage, Langke Technology, Puran Technology, and Shannon Semiconductor. On the news front, on the evening of July 3rd, Jiangbolong, a leading stock in the memory chip sector, released its earnings forecast, projecting net profit attributable to shareholders of 9.2 billion to 11 billion yuan for the first half of 2026, representing a year-on-year increase of 62,204%-74,394%. Furthermore, industry insiders confirmed that the news of Samsung's plan to raise DRAM prices by 20% in the third quarter is true, and Samsung has already verbally notified some customers of the price increase. (Cailian Press)