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The shortage caused by the AI boom has extended from GPUs and memory to circuit boards. When planning their supply chains for 2027, HP and Dell found that even previously inconspicuous printed circuit boards could face shortages. In September this year, Amazon invested approximately 1.59 billion New Taiwan Dollars in Taiwanese circuit board manufacturer Gold Circuit Electronics, transitioning from customer to shareholder.AI servers require circuit boards with more layers and lower signal loss, and chip packaging substrates are becoming larger, driving up the demand for key materials such as specialty fiberglass cloth and copper-clad laminates. Suppliers prioritize fulfilling more profitable AI orders, squeezing ordinary servers, with some ordinary server circuit board delivery times approaching one year.It is difficult for the production capacity of key materials to keep up with demand in the short term. TrendForce estimates that Japan's Nitto Denko controls about 90% of the global T-glass specialty fiberglass cloth market, with new production capacity not expected to come online until mid-2027 at the earliest. The chairman of Taiwanese substrate manufacturer Unimicron Technology warned on October 20 that some key materials could be short by about 20% by 2027, with delivery times for some chip substrate production equipment extending to as long as 30 months.

According to the Seoul Economic Daily, citing a substantial shareholding report submitted by SK on October 13, SK Group Chairman Choi Tae-won had previously agreed to sell shares of SK Corporation, with the buyer being a fund related to Michael Dell's family, the founder of Dell Technologies. Choi Tae-won signed a contract on October 2 to sell 972,493 shares of SK Corporation's common stock, accounting for 1.34% of the total share capital, with the counterparty being DFO Public Investments, L.P., established in Delaware, USA, for an amount of 544 billion Korean won. The fund is managed by DFO Management, which manages the Dell family assets and was formerly known as MSD Capital, established by Dell in 1998, and was restructured into its current structure at the end of 2022.Choi Tae-won has signed a total agreement to sell 1,653,924 shares of SK Corporation, with a total consideration of 944 billion Korean won, to raise funds for property division with Nabi Art Center curator Ryu Soo-young. Among these, 681,431 shares, accounting for 0.94%, were sold to Korea Investment & Securities, while the remaining 1.34% was sold to the aforementioned strategic investor. SK had previously only disclosed that the buyer was a strategic investor and stated that it could not specify the details of the private transaction. For the shares sold to Korea Investment & Securities, Choi Tae-won signed a three-year equity return swap, which will settle the difference between the actual disposal price and the agreed benchmark price upon maturity, with both the gains from price increases and losses from price decreases borne by Choi Tae-won.Reports indicate that Dell Technologies is a company specializing in artificial intelligence servers and data center infrastructure, and has business dealings in semiconductors with SK Hynix.

Dell (DELL.N) launched the XPS 16 Creator Edition laptop equipped with NVIDIA (NVDA.O) RTX SPARK.

According to Gate market data, Dell (DELL.N) rose more than 5% in early trading.

On September 14, WEEX TradFi market data showed that Dell (DELL) surged over 12% last Friday, reaching a historic high, while Hewlett Packard Enterprise (HPE) also recorded an approximate 12% increase. WEEX Labs believes that the strong surge in Dell's stock price is mainly driven by two factors: first, the market's expectations for AI server orders and shipments continue to heat up, with strong demand for computing power from major clients enhancing its performance visibility; second, the hardware sector is demonstrating a more certain fundamental logic against the backdrop of cloud vendors expanding capital expenditures.WEEX Labs reminds that this week, macro policies will face a critical test. The market's core focus includes the key procedural vote on the CLARITY Act on September 15 in the Eastern U.S., as well as the Federal Reserve's FOMC interest rate decision on the 16th. The explosive potential of the U.S. stock market and the cryptocurrency market will depend on the Federal Reserve's stance on the probability of interest rate hikes, guidance on the dot plot path, and the progress of the legislation. Trade stocks and gold with WEEX TradFi, and you can also participate in daily egg hunts, with a 100% prize rate, winning up to 10,000 USDT in position airdrops.

Microsoft CEO Satya Nadella posted on X stating: Any pursuit of superintelligence must be based on core principles, namely that if the AI we build cannot help humanity and is not under human control, it is not worth pursuing.He also mentioned the need to accelerate and widely disseminate the benefits of AI, allowing it to spread broadly across nations, communities, and companies, which requires a thriving frontier ecosystem for both closed-source and open-source models. For enterprises, it is essential to retain complete control over their unique and tacit knowledge, and each organization should be able to build its own continuous learning loop without relying on any single model provider, embedding its own knowledge into the models and weights it controls.Nadella welcomed the necessary research, attention, and careful pacing for proper alignment, as well as ideas like "embedded evaluators." This cannot be controlled by a few entities; it must have broad representation across ecosystems, nations, and fields including academia. Microsoft's approach is broad access and choice at every layer of the AI stack, enterprise control over learning loops and models, and the release of its proprietary MAI model "Code of Conduct" for public consultation tomorrow.

Microsoft Chairman and CEO Satya Nadella stated that we need to accelerate AI development and expand the benefits brought by AI so that it can widely benefit different countries, communities, and businesses. This requires the establishment of a cutting-edge ecosystem that allows both closed-source and open-source models to thrive.

According to Bloomberg, Dell Technologies is seeking to raise approximately $4 billion through the issuance of investment-grade bonds for refinancing existing debt. Insiders say the final issuance size has not yet been determined and will be adjusted based on market demand.This bond issuance comes at a time when demand for AI-driven servers continues to grow, and Dell is benefiting from the surge in investment in AI infrastructure, boosting its performance.

According to reports from Fast Technology, Changxin Memory's 17nm DDR5 chip yield has surpassed 90%, which is only about 2 percentage points lower than Samsung's same-generation products at 92% to 93%, marking a technical indicator that has entered the global first tier. Several major PC manufacturers have completed certification for Changxin DRAM chips around mid-year and have begun to incorporate them in small batches into certain laptops.The strategies adopted by different brands show significant differences: Dell has completely banned the use of Changxin chips; HP restricts their use to the mainland China market; Acer and ASUS have incorporated them into models aimed at the mainland China and emerging markets. Currently, the impact of Changxin products on the overall market prices of the three major memory giants remains limited, mainly because Samsung, SK Hynix, and Micron are currently more inclined to supply LPDDR5, while Changxin's current strategic focus is on expanding DDR5 shipments. Executives from PC companies have stated that the three major manufacturers hold over 90% of the global DRAM market share, and large-scale adoption must be approached with high caution. Currently, the number and usage of models using Changxin chips are quite limited.

U.S. President Trump stated that the market will surge.He also mentioned to buy Dell, wanting to thank Micron. Dell (DELL.N) saw a short-term rise of over 3%, and Trump called to buy Dell. In addition, Trump reiterated that Iran must never have nuclear weapons, and he stated that relations with Venezuela are good, as well as relations with Iran.

According to Gate market data, U.S. stocks opened slightly higher, with the three major indices rising: the Dow Jones Industrial Average up 0.18%, the S&P 500 up 0.09%, and the Nasdaq Composite up 0.16%. Dell (DELL.N) rose over 30%, with first-quarter results far exceeding expectations. Stocks related to AI server manufacturers rose, with Super Micro Computer (SMCI.O) up over 7% and HP (HPQ.N) up over 6%.

SuperEx will launch VRTUSDT, AMATUSDT, and DELLUSDT U-based perpetual contract trading pairs on May 29, 2026, at 03:00 (UTC); the above contract trading pairs support full margin, cross margin, and split margin modes. You can experience trading through the Web and APP.

According to Jin10, Dell's (DELL.N) revenue outlook greatly exceeded market expectations, and its stock price rose more than 5% in after-hours trading.

According to a report by decrypt, HIVE Digital Technologies' stock price rose 7.5% to $3.56 on Monday, outperforming Circle (-6%) and Coinbase (-7%) which both saw declines on the same day.HIVE announced its fiscal second-quarter results for the period ending September 30, with record revenue of $87.3 million, a year-over-year increase of 285%, and a quarter-over-quarter increase of 91%; adjusted EBITDA was $31.5 million. Bitcoin mining revenue was $82.1 million, with hash rate soaring 86% quarter-over-quarter to 16.2 EH/s, mining a total of 717 BTC.The Buzz high-performance computing division generated revenue of $5.2 million, a year-over-year increase of 175%, with gross margin rising to 49%. HIVE announced a partnership with Dell to deploy 504 of the latest GPUs in the Bell AI Fabric data center. The company plans to add over 6,000 GPUs by the end of 2026 (in addition to the existing 5,000), which is expected to generate approximately $140 million in annualized HPC revenue.

According to Jinshi reports, Dell (DELL.N) rose over 5% in pre-market trading. In terms of news, cryptocurrency concept stock IREN will spend $5.8 billion to purchase GPUs and related equipment from Dell.

According to ChainCatcher, AInvest reported that Dell Technologies has officially rejected a shareholder proposal that suggested the company include Bitcoin in its financial reserves. In a response on May 9, Dell stated that such proposals involve complex matters that could hinder shareholders from making informed decisions and constitute improper interference with the company's management.The proposal reflects a segment of investors' desire for the company to shift some cash and bonds into Bitcoin to combat inflation. However, Dell's management believes that mandating specific forms of investment would unnecessarily restrict its autonomy in managing the company's assets.This move underscores the importance of management autonomy in corporate governance and indicates that strategic investment decisions should be controlled by the management team and the board of directors. As the cryptocurrency sector continues to evolve, the company seeks to balance innovation with prudent financial practices.