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18 分钟
研报|HBM3e12hi面临良率和验证挑战,2025年HBM是否过剩仍待观察
近期市场对于2025年HBM可能供过于求的担忧加剧,而据TrendForce集邦咨询资深研究副总吴雅婷表示,由于明年厂商能否如期大量转进HBM3e仍是未知数,加上量产HBM3e 12hi的学习曲线长,目前尚难判定是否会出现产能过剩局面。
46 分钟
Micron Technology (MU) Surpasses Q4 Expectations and Provides Strong AI-Driven Guidance ...
We recently compiled a list of the 20 AI News That Broke The Internet This Month. In this article, we are going to take a ...
Sheep Central
1 小时
Chinese topmakers lead wool buying as prices drop again
SIGNIFICANT price drops for all Merino categories led to another overall fall in the Australian wool auction market last week ...
2 小时
India looks to Singapore firms to support its semiconductor ambitions
Mujeeb Mundayil, managing director of Singapore start-up Cleantech Services, is feeling optimistic about his firm’s expansion ...
DMR News (English) on MSN
4 小时
Micron’s Impressive Forecast Sparks Global Chip Market Rally
Global chip stocks saw a significant rally on Thursday following U.S. semiconductor maker Micron’s revenue guidance, which surpassed market expectations. Micron projected revenue of $8.7 billion, plus ...
Digi Times
8 小时
Micron's HBM capacity full until 2025, poised for multi-billion dollar revenue boost
The explosive growth of artificial intelligence (AI) has fueled a surge in demand for data centers, with Micron projecting ...
17 小时
Micron: A Huge Buying Opportunity That You Shouldn't Miss
Notwithstanding the recent improvement in buying sentiments, MU must stay above the $115 resistance zone to convince more ...
Barchart on MSN
18 小时
Micron Delivers Strong Cash Flow from AI Growth - MU Stock Looks Cheap Here
Micron Technology (MU) delivered strong revenue, cash flow, and business outlook in its Sept 25 report for the fiscal Q4 ...
1 天
Micron: Q4, I Was Wrong, Surging AI Demand Bridges Blackwell Delays (Rating Upgrade)
Micron's Q4 earnings exceeded expectations, driven by strong AI demand for advanced DRAM and NAND products. Read why I am ...
1 天
Is Micron Technology, Inc. (NASDAQ:MU) the Best Long Term Tech Stock To Invest In Now?
We recently published a list of the 8 Best Long Term Tech Stocks To Invest In Now. In this article, we are going to take a ...
cnycentral
1 天
Citing Micron, Bull and Bear Roadhouse owners announce they are selling Liverpool location
"This isn't goodbye, just a new beginning," the owners Mark Bullis and Nathan Fullmer said through Bull and Bear's Facebook ...
Techopedia
1 天
AI News This Week: Global AI Market Projected at $990B, Microsoft Tackles AI Hallucinations
Global AI market projected to reach $990B by 2027. Major developments from Meta, Microsoft, and Spotify. UAE-US AI ...
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