Product2026-09-27
AI Markets
Market data across the AI supply chain: Chinese AI-chip and model listings, US chip leaders, and semiconductor indices, with the latest available public quotes.
Market pulse · 30DDAILY SERIES
China AI · US chips · sector indices
TODAY · MARKET READMore advancersA quick read on today’s direction
64%breadth
+3.05%average move
Top Gainers
7 stocks01
AMDAMD
+13.29%$508.74Quote
02
BroadcomAVGO
+8.97%$320.04Quote
03
Cambricon688256.SS
+6.02%¥851.21Quote
04
MicronMU
+5.44%$727.53Quote
05
TSMCTSM
+3.94%$390.25Quote
06
VeriSilicon688521.SS
+2.88%¥108.33Quote
07
Hygon688041.SS
+1.26%¥191.88Quote
Top Decliners
4 stocks01
NVIDIANVDA
-5.51%$176.35Quote
02
SMIC688981.SS
-1.70%¥109.02Quote
03
iFlytek002230.SZ
-0.76%¥37.96Quote
04
Montage688008.SS
-0.29%¥149.67Quote
⚠ Reference data only — not investment advice.
Sector Indices
10China Markets5
CSI 300000300.SS
4,056.11
—
Quote STAR Market 50000688.SS
1,256.96
—
Quote ChiNext Index399006.SZ
2,458.56
—
Quote China Internet ETFKWEB
24.30
-2.33%
Quote China Technology ETFCQQQ
39.85
-0.85%
Quote US Markets5
PHLX Semiconductor^SOX
10,005.20
+6.55%
Quote Nasdaq-100^NDX
27,904.39
+3.39%
Quote S&P 500^GSPC
7,557.94
+2.45%
Quote VanEck Semiconductor ETFSMH
485.39
+4.62%
Quote CBOE Volatility Index^VIX
20.36
-20.59%
Quote SUPPLY CHAIN INPUTS
Key material prices
Cost inputs for chip fabs, servers, cooling and data-centre power — grouped into energy, metals, and critical-material proxies, with 30-day trend charts from public futures and ETF feeds.
Public quotes 18/20
AGGREGATE TREND · 30DNormalised price change from period start
WTI Crude Oil -4.41%Natural Gas +7.14%Brent Crude -5.92%Heating Oil -2.72%RBOB Gasoline -4.60%Copper +2.30%
Energy5
WTI Crude OilCL=F
-4.41%$86.82NYMEX
USD / barrel
Quote Natural GasNG=F
+7.14%$3.21NYMEX
USD / MMBtu
Quote Brent CrudeBZ=F
-5.92%$92.50ICE
USD / barrel
Quote Heating OilHO=F
-2.72%$4.21NYMEX
USD / gallon
Quote RBOB GasolineRB=F
-4.60%$2.65NYMEX
USD / gallon
Quote Metals & Precious Metals6
CopperHG=F
+2.30%$6.36COMEX
USD / lb
Quote AluminumALI=F
-1.28%$3,194.75CME
USD / metric ton
Quote GoldGC=F
+1.26%$4,126.40COMEX
USD / troy oz
Quote SilverSI=F
+2.45%$53.07COMEX
USD / troy oz
Quote PalladiumPA=F
+1.27%$1,027.00NYMEX
USD / troy oz
Quote PlatinumPL=F
+2.22%$1,572.30NYMEX
USD / troy oz
Quote Critical Materials Proxy7
Rare Earth ETFREMX
+4.46%$53.69NYSE
USD / share
Quote Lithium & Battery ETFLIT
+0.73%$61.36NYSE
USD / share
Quote Uranium ETFURA
+6.29%$34.38NYSE
USD / share
Quote MP MaterialsMP
+6.21%$37.61NYSE
USD / share
Quote Albemarle (Li)ALB
-0.29%$98.96NYSE
USD / share
Quote SQM (Li / K)SQM
-1.06%$56.91NYSE
USD / share
Quote Copper Miners ETFCOPX
+5.80%$75.38NYSE
USD / share
Quote Public futures and energy references only; ETF proxies reflect sector performance, not spot transactions or procurement prices.
RESEARCH INDEX
Public market sources
Industry reports, policies, statistics, company disclosures and news.
2184 sources
News2026-09-27
Honor ROBOT PHONE mass production to begin in H1 2026 - Huawei Central
Tipster SmartPikachu said the ROBOT PHONE would begin mass production in the first half of 2026. Honor said it would reveal more details at MWC 2026; the device features a movable camera arm that folds back into place.
News2026-09-27
2026 Top 20 Ranking of China's AI Foundation Model Competitiveness Released
ByteDance's Doubao, Alibaba's Qwen and DeepSeek rank first, second and third, respectively, based on user scale, API usage and open-source ecosystems. The report forecasts China's AI foundation model market will exceed RMB 70 billion in 2026 as competition shifts toward efficiency and ROI.
News2026-09-27
Trump-Xi AI Summit: the four-day countdown that decides GPU supply for chip stocks and AI-crypto compute tokens
News2026-09-27
RESERVED MI325X — Reserved GPU Rental | Compute Exchange
The MI325X combines CDNA 3 compute with 256GB of HBM3E memory. Reserved capacity offers rates well below on-demand pricing and guarantees scheduled availability for memory-bound inference and very-large-context LLM workloads.
News2026-09-27
GPU Compute — Rental Rates (OCPI) | Sikuli Research
As of the 2026-07-28 07:00 update, the OCPI H100 rental rate was $2.60/hr, up +39.0% over 3 months but falling on the week.
News2026-09-27
2025 Domestic GPU Compute Market Review: Growth, Correction and New Segmentation—2025 Domestic GPU Compute Leasing Shifts from “Scrambling for Cards” to “Competing on Delivery”
GPU compute became cheaper in 2025, but low prices can lead to higher overall costs when performance is unstable; effective cost depends on stable throughput and effective training steps. The article expects further market segmentation, with more complex supply, delivery increasingly priced into services and compliance becoming a firm requirement.
Policy2026-09-27
Policy Documents/Policy Interpretations_ Fujian Provincial Data Administration_ Fujian Provincial Development and Reform Commission
The measures encourage data centers to connect to Fujian’s integrated public computing resource service platform under unified standards and promote interconnection with telecommunications operators’ computing resource platforms. By 2027, the platform aims to serve over 1000 enterprises.
News2026-09-27
Data Center Cooling Market Size and Forecast 2026-2035
Liquid-based cooling is expected to be the fastest-growing cooling technique in the coming years. Hyperscale data centers held the largest market share by data center type in 2025.
News2026-09-27
Global Liquid-Cooled Data Center Industry Investment Report (2026 IIMU4Q5)
In 2025, liquid cooling as a service (LCaaS) began deployment at scale, allowing customers to pay monthly per kilowatt of cooling capacity without purchasing liquid-cooling equipment. Adoption among small and medium-sized data center users reached 19%.
Product2026-09-27
Capchem: Completed Liquid-Cooling Product and Solution Portfolio Covering All Scenarios and Technology Routes for Data Centers
Product2026-09-27
Liquid Cooling Technology (1) - Index, Related Company Websites, Market Reports, Solutions, Product Prices and More - China Storage Network
News2026-09-27
Alibaba Nuclear Power: Fueling AI Data Centers in 2026
In January 2026, Alibaba formed a 250 million yuan ($35.9 million) joint venture with state-owned China National Nuclear Power Co. to secure a stable and reliable electricity supply for its expanding AI data centers.
News2026-09-27
Data Center Electricity Demand | Chuneng Shijie - Global Energy Storage Industry News_Battery Energy Storage Technology_Energy Storage Market Analysis
Report2026-09-27
Data Center Industry Research Reports-Data Center Industry Analysis Reports-Data Center Market Research Reports-China Business Intelligence Network
Data centers are complex facilities for centralized data processing, storage, transmission, exchange and management. Favorable developments in AI and cloud computing are driving growth in data center market demand.
News2026-09-27
Global Data Center Power Equipment Industry Trend Analysis Report-2026
Released in December 2025 by YHResearch, the report analyzes the global and Chinese data center power equipment markets, covering market size, growth trends, major manufacturers, geographic distribution, product types and applications.
News2026-09-27
Data Center Power Market Size, Share and Forecast (2034)
The report lists the data center power market size for 2026 at 2.56 billion US dollars and forecasts 7.17 billion US dollars for 2034, with a compound annual growth rate of 15.6% for 2026-2034.
News2026-09-27
Data Center Sustainability and Planning | Schneider Electric China
Digitalization and EcoStruxure solutions helped EcoDataCenter become one of the most sustainable data centers in the Nordics and worldwide.
Public quotes from Yahoo Finance may be delayed. Each asset shows its source quote time; closed markets retain their last available quote. Fetch time is not trade time. For reference only, not investment advice.