We are bullish on ASML Holding, reflecting robust capex-driven demand from top customers despite China headwinds. 2026 ...
Abstract: The rapid development of data-intensive technologies has driven an increasing demand for new architectural solutions with scalable, composable, and coherent computing environments. Compute ...
Demand for memory chips currently exceeds supply and there's very little chance of that changing any time soon. More chips ...
Recently, micro/nanosatellites have become a significant trend in space with the rapid development of space technology, ...
Abstract: With the rapid growth in memory demands, the slowdown of DRAM scaling, and the DRAM price fluctuations, DRAM has become one of the critical resources in cloud computing systems and ...
Micron remains a strong buy with a triple-digit growth outlook, tight HBM supply, and impressive earnings forecasts. See here ...
With U.S. stock markets set to open in two hours, Ares Management Corp. (ARES) was up 8.0% in pre-market trading, and Core & Main Inc. (CNM) was up 6.9%.
Memory shortage could delay AI projects, productivity gains SK Hynix predicts memory shortage to last through late 2027 Smartphone makers warn of price rises due to soaring memory costs Dec 3 (Reuters ...
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