GF sees on-chip memory a niche AI inference trend; neutral on Cerebras but bullish on EDA, foundries
GF Securities (Hong Kong) sees on-chip memory as a niche AI inference trend but takes a neutral stance towards AI chipmaker ...
These shortages are enabling memory chipmakers like Micron to hike prices, helping to drive their profit margins sharply ...
Sandisk says AI is driving a lasting memory crunch, locking $42B in 5-year deals and launching high-bandwidth flash.
More and more artificial intelligence companies are surpassing $1 trillion market caps, as investors get more bullish on the ...
Memory chip maker ChangXin Memory Technologies Inc. has received approval from the Shanghai Stock Exchange for an initial ...
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks ...
Both stocks have a big inference opportunity ahead.
Your phone needs 12GB RAM for Gemini Intelligence in 2026. See which phones qualify, which don't, and what RAM you actually ...
Explore the semiconductor market's volatility amidst the AI gold rush, weighing potential gains against historical investment ...
And while we're more than happy to dish out the money to secure a laptop or phone that works well and is built to last, there's nothing better than a sale or deal that allows you to secure it for less ...
Samsung shares rose sharply after the company said it had started shipping samples of its latest high-bandwidth memory chip to customers worldwide. The move pla ...
This score is generated through AI-driven analysis of the article's content. Buy Arm Holdings (ARM). The news is a clean momentum + fundamentals setup: multiple upgrades (Mizuho target $360; Bernstein ...
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