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2023-10-26 10:23:52 ET More on Western Digital Seagate And Western Digital: Benefiting From AI And Generative AI Storage Demand Western Digital Corporation (WDC) Evercore ISI Semiconductor & Semiconductor Equipment Conference (Transcript) Western Digital Struggle...
2023-10-26 08:30:24 ET More on Seagate and Micron Micron: How A New Paradigm Of CapEx Says The Upcycle Has Begun Micron: Best To Stay On The Sidelines Micron Technology, Inc. (MU) Post Q4 2023 Earnings Analyst Call Transcript Seagate Technology Non-GAAP EPS o...
2023-10-25 10:31:05 ET Summary In April, Netlist was awarded over $303 million in a patent infringement case against Samsung. However, the Ninth Circuit Court of Appeals has just reversed the district court's decision. In my view, the new decision is likely to dampen market se...
2023-10-24 16:39:10 ET More on Micron , Qualcomm, etc. Stocks To Watch: Spotlight On Amazon, Microsoft, Coca-Cola And eVTOL Players Micron: How A New Paradigm Of CapEx Says The Upcycle Has Begun Qualcomm: Underperforming For A Reason And I Don't Expect This To C...
BOISE, Idaho, Oct. 24, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that it is now shipping production samples of its low-power double data rate 5X (LPDDR5X) memory — the industry’s only 1β (1-beta) mobile-optimized memory — for use wi...
2023-10-23 10:34:07 ET Summary Columbia Seligman Premium Technology Growth Fund has been performing well, rebounding from the tech-driven sell-off in 2022. The fund's options writing strategy allows for flexibility in being defensive or offensive based on market volatility. ST...
2023-10-23 07:00:00 ET Summary Investing is a learning process that requires time and a willingness to learn from mistakes and successes. Starting with a 1% portfolio weighting and not rebalancing allows winners to compound while limiting losses. Having a meaningful sample siz...
2023-10-21 07:25:00 ET Most of the semiconductor industry is in a deep slump (with an obvious exception being Nvidia . In fact, the current downturn that cropped up late in 2022 and that seems to finally be finding a bottom is one of the worst ever for the chip industry -- an aftereffec...
BOISE, Idaho, Oct. 19, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that its low-power double data rate 5X (LPDDR5X) DRAM and Universal Flash Storage (UFS) 3.1 embedded solutions are now qualified on Qualcomm Technologies’ latest extended reality (XR) plat...
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...
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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...