Selling Micron Technologies in the current environment isn't sensible due to its strong US manufacturing footprint and ...

China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate ...

Micron Technology MU and Marvell Technology ... infrastructure wave — but in very different ways. Micron is focused on memory technologies crucial to powering AI models, while Marvell plays ...

He believes that this is a time for investors to focus on resiliency, valuation, and the underlying business model of ...

We recently published a list of the 12 Best Stocks Under $100 to Buy According to Hedge Funds. In this article, we are going ...

High bandwidth memory (HBM) is up with yields a bit better than expected. NAND continues to be in a downcycle, and gross margins are hovering around the mid-30s due to mix and different internal ...

Chinese memory ... generation HBM) and HBM2E (third generation HBM), Chinese HBM is expected to be incorporated into Huawei's Ascend series within the next 2 to 3 years.' Naver CEO Choi Soo-yeon noted ...

A technician in a protective suit testing a variety of different lubricants and filters. Number of Hedge Fund Holders: 94 ...

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor ...

At the Next ’25 conference, Google introduced Ironwood, their seventh-generation Tensor Processing Unit (TPU), marking a pivotal leap in AI technology ... Bandwidth Memory (HBM) per chip ...

Nevertheless, some of the biggest technological and business-related barriers are being addressed. And while a chiplet-based ...