---
title: "Jensen Huang touts a 'double boost' in chips; SK hynix and Solidigm plan a US NAND fab | Daily News Recap"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/dolphin/post/43961355.md"
description: "0918 | Dolphin Research Focus: 🐬 Macro/Industry 1) Saudi Arabia, via Oman, proposed a two-week ceasefire to the Houthi, sending crude lower again as WTI briefly slipped below $100 and Brent fell over 4% intraday. Cooling geopolitics eased energy and inflation fears.This backdrop supported the post-hike U.S. equity rebound. If the truce breaks or Iran risk escalates, an oil rebound would again weigh on risk appetite and constrain the Fed's room to cut.🐬 Single Stocks 1) $NVIDIA(NVDA.US) Jensen Huang said next year's chip shipments will be twice this year's. Nvidia expects revenue of approx $673 bn for the fiscal year ending Jan 2028..."
datetime: "2026-09-18T08:24:11.000Z"
locales:
  - [en](https://longbridge.com/en/dolphin/post/43961355.md)
  - [zh-CN](https://longbridge.com/zh-CN/dolphin/post/43961355.md)
  - [zh-HK](https://longbridge.com/zh-HK/dolphin/post/43961355.md)
author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)"
generator: "portal-rs"
---

# Jensen Huang touts a 'double boost' in chips; SK hynix and Solidigm plan a US NAND fab | Daily News Recap

## 0918 | **Dolphin Focus:**

## 🐬 Macro / Sector

**1.** Saudi Arabia, via Oman, proposed a two-week ceasefire to the Houthi forces, sending crude lower again: WTI briefly slipped below $100 intraday and Brent fell over 4% at one point. Cooler geopolitics ease energy and inflation worries, forming a key backdrop for the post-hike rebound in U.S. equities. If the truce collapses or tensions with Iran escalate, a rebound in oil would again weigh on risk appetite and narrow the Fed’s room to cut.

## 🐬 Stocks

**1.**$NVIDIA(NVDA.US) 

Jensen Huang said next year’s chip unit sales will be double this year’s, and Nvidia expects revenue of approx. $673 bn for the fiscal year ending Jan 2028. Apple plans to re-enter the server market with M8 Ultra and is evaluating Nvidia’s NVLink Fusion. Demand is exceptionally strong, but export-control gray markets and geopolitics remain long-term overhangs. The deepening ecosystem lock-in (e.g., Apple with NVLink Fusion) further fortifies the moat.

**2.**$Intel(INTC.US) 

Intel closed up 7.67% last night. CEO Chen Liwu said AI agents are driving a surge in server CPU demand, with current capacity satisfying only about half of customer orders as major clients proactively seek supply. Media had reported SK hynix was in talks to lease part of Intel’s Ohio fab capacity, but SK hynix clarified no concrete cooperation or U.S. memory manufacturing plans have been finalized and discussions remain exploratory, making the foundry-reversal narrative an unconfirmed catalyst. With 18A in volume and 14A slated for Q1 next year, capacity recovery expectations are rising, and together with the broader U.S. market and semi rally, the stock is bid; however, foundry negotiations are unsettled and capacity release remains uncertain.

**3.**$AMD(AMD.US) 

Reports suggest that due to TSMC wafer cost inflation, AMD has notified partners of a planned ~10% chip price hike in Q4 (not officially announced; CPUs unconfirmed), and the stock moved higher in tandem. Foundry price hikes can be passed through to protect GPM, but will test customers’ absorption capacity. Against Intel’s tight supply backdrop, AMD’s share and pricing power are rising in tandem, making it one of the most direct beneficiaries across the semi chain.

**4.**$BABA-W(09988.HK) 

Alibaba released the native multimodal model Qwen3.8‑Omni‑Flash, supporting text, image, audio, and video inputs, with a 1M-long context and enhanced audio/video agent capabilities, while significantly lowering audio/video invocation costs. Competition among domestic multimodal models is intensifying. Alibaba has filled the audio/video productivity gap, which benefits Alibaba Cloud’s LLM API biz., and the key is watching enterprise adoption and conversion.

**5.**$Z.AI(02513.HK) 

Zhipu launched GLM‑5.3‑FlashX with peak inference speed up to 200 tokens/s, five times faster than the prior Flash, and pricing raised to 2.5x the original version. While retaining prior multimodal capabilities, it targets high-throughput, ultra-fast inference scenarios. It aims at enterprise use cases sensitive to response latency, marking a speed-focused iteration for domestic LLMs.

**6.**$XPENG-W(09868.HK) 

On the evening of Sept 17, XPeng G9L officially launched with a limited-time starting price of RMB 231.8k and the Ultra EREV flagship from RMB 299.8k, offering both BEV and super range-extended powertrains and standard 800V high-voltage architecture. Pricing is highly aggressive, directly entering the crowded RMB 230k–310k five-seat SUV segment. Delivery realization and terminal order data will be the key metrics to watch.

**7.**$SK Hynix(SKHY.US) 

Subsidiary Solidigm is evaluating the feasibility of building its first NAND fab in the U.S., with no final plan yet and site selection still under review. If implemented, this would strengthen overseas capacity and align with North American cloud customers’ local supply-chain requirements. The project remains in evaluation, and capex and timeline uncertainties are significant.

**8.**$LEAPMOTOR(09863.HK) 

The company signed two agreements with China FAW, plans a strategic A-round investment in FAW’s Qixin Power, and reached a battery technology cooperation; Leapmotor rose over 6% today. Capital plus supply-chain tie-up could fill gaps in Leapmotor’s powertrain and battery components. We need to track the ramp pace of co-developed products and the degree of profitability improvement.

## 🐬 Top Gainers by Sector

**A-share:** Kitchen appliances, industrial gases, industrial machinery.

**HK:** Furniture/home/decoration retailers, oil & gas refining and marketing; IT consulting.

**U.S.:** Silver, precious metals & minerals, semiconductor makers.

## 🐬 Watchlist for Tomorrow

1) China 1Y Loan Prime Rate through Sept 21.

Risk disclosure and disclaimer: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

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- [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**