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2023-10-18 10:05:31 ET More on Netlist Netlist: A Deep Dive Into A High-Risk High-Reward Litigation Play Investing In Netlist: Navigating The Opportunities And Pitfalls Of Next-Gen Memory Markets Netlist, Inc. 2023 Q2 - Results - Earnings Call Presentation Ne...
2023-10-18 08:40:00 ET Memory chip manufacturer Micron (NASDAQ: MU) is still in the depths of a severe downturn. In the fiscal fourth quarter, which ended on Aug. 31, the company booked a 49% year-over-year decline in revenue and a net loss of $1.43 billion. Gross margin was negat...
2023-10-17 16:53:11 ET Summary Excessive capex spend and economic factors such as rising interest rates and inflation have contributed to the downturn in the semiconductor industry. The logic sector led by Intel Corporation continues to face a cyclical downturn, as the company pre...
2023-10-17 13:12:48 ET More on Nvidia Nvidia: Stanley Druckenmiller Is Right About AI (Rating Upgrade) Nvidia's Exceptional Performance In 2023: A Strong Indicator Of Future Success Nvidia: The King Of AI And The Sword Of Damocles Trillion-dollar tech titans ...
2023-10-16 10:17:55 ET More on AMD and Intel Intel: Promising Turnaround And Future Leadership Intel Faces Critical Test AI GPU Market Disruptor: How AMD's MI300 Could Change The Game Nvidia is speeding up its cadence. Why that could be bad news for rivals. ...
Micron 7500 is the world’s first mainstream data center SSD with 200+ layer NAND, providing superior quality of service and delivering new benchmarks in performance BOISE, Idaho, Oct. 16, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc., (Nasdaq: MU), today announced the Micron 750...
2023-10-12 13:04:03 ET Summary Taiwan's export is showing signs of recovery, which is a positive indicator for TSMC ahead of their earnings report. Monthly sales data from consumer electronics vendors are also showing promising signs, indicating a potential positive outcome for TS...
2023-10-12 04:19:00 ET Summary The first half of the year has been far better than expected when comparing expectations at the start of the year which was a more doom and gloom narrative along with the possibility of an earnings recession. For the first time in six quarters, earni...
2023-10-11 09:52:43 ET More on Samsung and Taiwan Semiconductor Taiwan Semiconductor - Maintaining Buy: Headwinds Priced In And Rebound Ahead TSMC: Arizona Plant Delay Is Just Short-Term Noise; Reiterate Strong Buy TSMC: Why Near-Term Downside Is Highly Probable (Rat...
2023-10-11 07:45:00 ET Summary Micron's FQ4 '23 earnings call outlined quite a few 2024 trends and plans pointing toward a very bullish upcycle. Contrary to headline conclusions, its plan to raise its CapEx budget in FY24 over FY23 is very bullish. Add in the bottoming of DRAM...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...