Citrini's Jukan posts "A Taiwan-sourced rumor is circulating that NVIDIA’s Vera Rubin could be delayed by 2–4 months due to SK Hynix’s HBM4."
The rumor about a potential delay in NVIDIA’s Vera Rubin due to issues with SK Hynix’s HBM4 could heighten concern around supply chain vulnerabilities in the semiconductor sector.
[MARKET ANALYSIS] European bourses slip as AI concerns hit European Banks; US equity futures rebound slightly
Russia's Kremlin highlights that the special operation goals have not yet been achieved, cannot provide a date for the next round of Ukraine talks
Citrini's Jukan posts "A Taiwan-sourced rumor is circulating that NVIDIA’s Vera Rubin could be delayed by 2–4 months due to SK Hynix’s HBM4."
Spain's Treasury says it expects to raise EUR 6bln from its 30-year syndicated bond sale
UBS says spot gold may reach USD 6,200/oz in the near future as the factors fuelling its recent rally remain intact
Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.
This news, if substantiated, may have implications for NVIDIA's product rollout and could impact investor sentiment, particularly within tech equities. Watch for reactions in semiconductor stocks and overall market sentiment as this rumor could exacerbate existing supply chain worries.
Related headlines
- Nvidia (NVDA) confirms it is to acquire Hugging Face for USD 12.93bln; Hugging Face will remain an open platform2 hours ago
- PRE-MARKET AUSTRALIAN, JAPANESE AND SOUTH KOREAN STOCKS NEWS: Hanwha Ocean (042660 KS) won a KRW 1.55tln order from Taiwan’s Yang Ming Marine Transport to build six LNG dual-fuel container ships14 hours ago
- Newsquawk US Market Wrap: Stocks bid with yields and oil little changed18 hours ago
- US Daily Equity Opening News - MSFT to report quarterly Azure sales; AVGO and HPE fall on outlooks; SNOW surges on earnings beat1 hour ago
- [MARKET ANALYSIS] European bourses tilt higher, Elliott reportedly pushes DTE GY to scrap TMUS merger; AVGO misses Q4 guidance estimates6 hours ago
- Micron (MU) plans to roughly double its HBM production capacity to about 100,000 wafers per month by year-end, ET reports7 hours ago
- EUROPEAN OPEN: EZJ LN & ITH LN join FTSE 100, ENT LN & PSN LN to leave; DTE GY faces Elliott push against TMUS merger; VOD LN to launch first UK TV service; SHEL LN acquires BP/ LN stakes in offshore blocks7 hours ago
- Newsquawk Daily Asia-Pac Opening News - 3rd September 202616 hours ago
- Broadcom Inc. (AVGO) Q3 2026 (USD): Adj. EPS 3.32 (exp. 3.22), Revenue 29.59bln (exp. 29.24bln); Q4 revenue view 34.8bln (exp. 35.05bln)18 hours ago
- Haleon (HLN LN) says it has negotiated better shelf space at Target (TGT) and Walmart (WMT) through US price deals1 hour ago
- Delivery Hero (DHER GY) board recommends holders accept Uber (UBER) takeover bid, reports Bloomberg TV22 hours ago
- US EQUITY OPEN: Dovish Waller helps push indices higher although AVGO guidance underwhelms1 hour ago
- OpenAI President is expected to make an announcement about expanding access to the Co.'s tools to critical infrastructure and the public sector, Axios reports1 hour ago
- Meta (META) has launched WhatsApp bill payments in India, which will integrate 22,722 billers2 hours ago
- US President Trump clarifies that Commerce Secretary Lutnick had Venezuela on his mind when he said nobody was killed, adds that 18 people were killed in Iran3 hours ago
- US President Trump posts image of 20mln BPD through the Hormuz vs. 18mln BPD before3 hours ago
- France reportedly begins tests on Tesla's (TSLA) self-driving technology, sources suggest; results are expected for FSD advanced driver-assistance systems are expected in mid-to-late September4 hours ago
- [MARKET ANALYSIS] Crude takes a breather after a choppy mid-week; metals mixed6 hours ago
- [MARKET ANALYSIS] Yields slip off best levels as energy benchmarks edge lower; JGBs in focus following a GPIF meeting and BoJ sources6 hours ago
- European Equity pre-Market Summary - 3rd September 2026: Choppy Asia-Pac trade as South Korean chip names fall in late trade8 hours ago
The whole workspace, free to try.
Try it free