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9 分钟
Memory chips could be the next bottleneck for AI
Those contrasting signals reflect the diverging fortunes of the chips needed for artificial intelligence (AI), for which demand has been “insane", according to C.C. Wei, TSMC’s boss, and those needed ...
7 小时
Micron: This Is Not The End Yet
Micron has a strong position in the rapidly evolving AI memory chips market. Read more about the company's recent earnings ...
9 小时
Micron Technology: Guidance Is Not A Game Changer
Micron Technology reported better-than-expected Q1 2025 earnings but missed Q2 sales forecasts, causing a 16% stock drop ...
15 小时
Huawei's new flagship smartphones use South Korean memory chips, not Chinese ones
Huawei Technologies' latest series of flagship smartphones contains memory chips made by South Korean semiconductor supplier ...
Digi Times
19 小时
HBM4 race heats up among memory giants: customization and DRAM scaling at the crux
Micron is aggressively expanding its footprint in the high-bandwidth memory market, capitalizing on surging AI chip demand to ...
Dataquest
2 天
CHIPS Act funding highlights before Trump takes office
US Secretary of Commerce Gina Raimondo argued that trying to restrict China is futile, highlighting the importance of the ...
3 天
A $100bn tech company you've probably never heard of is teaming up with the world's biggest ...
Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial ...
Opinion
3 天
Opinion
Micron remains a very strong investment
Micron is a strong investment that has been undercut by Wall Street short termism. It is likely to grow in value ...
Dataquest
3 天
Semiconductor market posts strong Q3, set for significant growth in 2024
Semiconductor revenue is expected to grow in the fourth quarter, increasing approximately 4.5% to nearly $186 billion, as ...
Republic Business on MSN
3 天
US-China Tech War Will Hold Asian Allies Hostage
Gloves off. China will turn Washington’s technology weapons on its Asian neighbours in 2025. U.S. curbs on imports of ...
Digi Times
3 天
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong ...
The Korea Bizwire
3 天
Korean Semiconductor Giants See Lower Expectations for Q4 Earnings Amid Industry Challenges
SEOUL, Dec. 23 (Korea Bizwire) – The projected fourth-quarter earnings for South Korea’s semiconductor leaders, Samsung ...
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