Movement Alert|NVIDIA Intraday Decline 3.04% in Regular Trading, Weighed by Server Price Hike Concerns and Taiwan Chip Smuggling Indictment

Market Focus
08/25

On August 25, NVIDIA fell 3.04% in regular trading to $207.93/share, with turnover of $20.295 billion, marking its seventh consecutive session of decline — the longest losing streak since September 2022.

Multiple headwinds converged on the stock. Over the weekend, reports emerged that NVIDIA's AI server prices will rise over 15% for systems shipping in early next year, driven by surging memory chip costs. DRAM contract prices have already jumped 90-95% quarter-over-quarter, with memory now accounting for 62% of Vera Rubin system material costs. Meanwhile, a senior NVIDIA manager was indicted by Taiwanese prosecutors for allegedly organizing the smuggling of 74 servers containing B300 chips to China via Japan and Indonesia, circumventing US trade restrictions.

The broader semiconductor sector sold off sharply, with Micron Technology down 5.97%, AMD down 3.68%, Intel down 3.05%, and Broadcom down 2.49%. NVIDIA reports fiscal Q2 earnings on Wednesday, with consensus expecting $92 billion in revenue and $2.09 EPS, adding to pre-earnings uncertainty.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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