EMXC ETF rated Hold: heavy exposure to TSMC/Samsung/SK hynix ties returns to the semiconductor & AI cycle after a 50% rally.
Samsung, SK Hynix, and Micron have fully booked all 2027 memory output, and Apple’s bid to qualify China’s CXMT as a backup ...
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NVIDIA Rubin Ultra AI chip may deliver less HBM than Rubin, forcing procurement replanning
NVIDIA Rubin Ultra may ship with just 192 gigabytes of on-package memory in 2027 -- a 33 percent step backward from the 288GB ...
Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much ...
As the South Korean chipmaker's quarterly earnings hit all-time highs on AI-driven memory demand, its union is resisting a ...
In 2027, accelerated migration to higher-layer NAND products and gradual ramp-up of new fabs are expected to drive significantly stronger bit supply growth ...
Memory-chip shortages are expected to persist in the near term, but Advanced Micro Devices CEO Lisa Su said the company has ...
Memory-chip shortages are expected to persist in the near term, but Advanced Micro Devices CEO Lisa Su said the company has ...
TL;DRStandard C++ allocator benchmarks measure throughput under synthetic load but ignore how mixed object lifetimes fragment the heap over long runtimes. Maksim Martynov, Lead Programmer at Playrix ...
AMD has reportedly notified its AIB partners of a kit price hike for Radeon GPUs, after quietly waiting to see whether NVIDIA ...
Amazon, Alphabet and Tesla all reported negative cash flow in the latest quarter, while Meta's cash generation plummeted by ...
TrendForce's latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027.
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