Semiconductors

NVIDIA

Today’s Key News Recap

SONY

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NVDA

TECH

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TOYOF

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GOOG

GOOGL

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Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

Sony

Sony Group Corporation

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

TM ADR US

Toyota Motor

Toyota

Blackstone

Taiwan Semiconductor

Sungrow Power Supply

Alphabet - C

Alphabet

BILIBILI-W

Bilibili

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Xiaomi HK SDR 2to1

Xiaomi Corporation

HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

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BABA

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0323 | Dolphin Focus. Macro/Industry.1) On Mar. 21 (local time), Trump issued a 48-hour ultimatum to Iran to fully open the Strait of Hormuz or face strikes on its power plants. Iran responded that if its power facilities are attacked, it would shut the strait entirely.The Middle East conflict is a direct shock to the global energy supply chain. Higher oil prices will lift inflation, forcing the Fed to keep rates higher for longer and compressing growth-stock valuations.Gold's safe-haven appeal is being offset near term by rate expectations. Profit-taking after the prior rally has triggered technical selling, magnifying the decline...

BABA-W

Alibaba

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Sanhua

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Alibaba HK SDR 5to1

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XPeng

HK & A-Shares Rout; Gold Hammered | Daily News Recap---

Xiaomi

Conference Minutes

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INTC

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1) Xiaomi Spring Launch: Key Points. $XIAOMI-W(01810.HK) The event's highlights were the SU7 refresh and progress on its AI foundation model. a) New-gen SU7: essentially a mid-cycle refresh. Exterior changes are minor, with the focus on hardware upgrades and a small price bump. On configs, the update favors the Standard and Pro trims. Across the lineup, standard kit now includes the V6s Plus super e-motor, lidar and 4D mmWave radar, NVIDIA Thor-U, the Jiaolong chassis, and front four-piston fixed calipers. Pricing-wise...

ePlus

MediaAlpha

Pros

Kingsoft Office

MINIMAX-W

Intel

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GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Plus500 Ltd.

Xiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts

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地平线

TSLA

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We are confident we can keep GPM above 60%. That would be a high level.

Tesla

Huawei

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HorizonRobo HK SDR1to1

Volkswagen AG

Horizon Robotics (4Q25 Trans): 2026 auto rev. target +60%---

Financial Analysis

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This is a rather lean set of results. The scorecard looks bare-bones.---

BYD COMPANY

BYD Company Limited

BYD COMPANY-R

BYD Company

DENSO CORPORATION

GEELY AUTO

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

BYD HK SDR 10to1

Horizon Robotics’ NVDA-Alt. Bid: Is It at Risk?---

Below is Dolphin Research's Trans from Micron's FY2026 Q2 analyst huddle. For the earnings read-through, cf. 'Micron: AI-fueled memory surge — can it break the cycle?'.Key takeaways from the analyst huddle: 1) Non-HBM carries higher GPM than HBM. The company will not materially rebalance HBM vs. non-HBM on short-term price swings.This is a strategic decision. Customers need a complete product stack to build AI systems, and you cannot sell an AI system that is short on HBM. The market requires a balanced portfolio to drive shipments at scale...

Micron Tech

MU (Analyst briefing): Capex may decline after FY2027

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Micron

Below is Dolphin Research's Trans of the $Micron Tech(MU.US) FY26 Q2 earnings call.For our earnings take, see 'Micron (MU): AI-fueled memory surge — can it break the cycle?'Key management highlights: 1) Industry outlook: industry DRAM bit shipments in 2026 are expected to grow in the low-20% range (approx. 22%)...

MU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement---

SSNGY

Micron (MU) posted FQ2 (FY26) results (quarter ended Jan 2026) after the U.S. close in the early hours of Mar 19 Beijing time. Key takeaways: (1) overall results.Revenue was $23.86bn (+75% QoQ), beating raised buy-side est. of $19.9bn. Growth was driven by both DRAM and NAND, each up 70%+ QoQ.GPM reached 74.4%, above the raised buy-side est. of 69%. Supported by a sharp rise in memory pricing...

Hudbay Minerals

Samsung Electronics 

MU: AI-Driven Memory Boom—Can It Break the Cycle?---

Geely

On exports, the announced target is 640k units. Internally, the stretch goal is 750k.

Geely Auto (4Q25 Trans): 2026 sales target of 3.45 mn units; aiming to be No.1 in China

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Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...

Vera Therapeutics

Avino Silver & Gold Mines

Dell Tech

Autonation

LENOVO GROUP

LENOVO GROUP-R

Lenovo Group

NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns

Nvidia pushes beyond GPUs with three-system launch at GTC 2026

NVIDIA Launches Auto Shader Compilation for Faster Game Loading

NVIDIA Participates in Taiwan's Cloud Leopard Program, Collaborating with Enterprises to Drive AI Innovation

Rumor suggests NVIDIA may delay new gaming GPUs in 2026 due to memory shortages

NVIDIA Shares Technical Details on Building and Streaming Web XR Experiences with New SDK CloudXR.js

Benchmark analyst reiterates buy rating on NVIDIA

Morgan Stanley Sees Upside in Advanced Packaging and AI Testing, Raises Targets for ASE and J-Devices

Marvell CEO says deal with NVIDIA will drive interoperability

NVIDIA CEO Jensen Huang Reportedly Raises Order Outlook to $1 Trillion

NVIDIA Invests $2 Billion in Marvell to Join NVIDIA AI Ecosystem

NVIDIA and Marvell Collaborate on Silicon Photonics Technology

NVIDIA Invests $2 Billion in Marvell

Nebius Unveils AI Factory in Finland with NVIDIA GB300, Plans to Adopt Vera Rubin Platform

Gcore launches GPU Virtual Machines on NVIDIA AI infrastructure

NVIDIA and Oracle Deepen Cooperation to Optimize Cloud Services with GPU Acceleration

NVIDIA Adjusts Architecture Design for Next-Generation AI Computing Platform Rubin Ultra

TSMC's 3nm production capacity is severely insufficient, prioritizing orders for Apple and Nvidia

Fractile Seeks $200 Million in Funding to Challenge Nvidia

NVIDIA upgrades cloud gaming service, offering exclusive 4K@90 FPS support for Apple Vision Pro.

NVIDIA partners with Singtel to establish an applied AI center in Singapore

Apellis Pharma

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

U-BX Tech

3 E Network Tech

PMGC

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Bullfrog AI

Jaguar Uranium

Texxon

Classover Holdings - Class B

NVIDIA Corporation (NVDA.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call

NVIDIA Corporation (NVDA.US) Q3 Fiscal Year 2026 Earnings Conference Call

NVIDIA Corporation (NVDA.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

NVIDIA(NVDA.US)

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