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04.12.25 - 05:06
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CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants (Digitimes)
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DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000 wafers a month to 10,000 as DDR5 and advanced-node migration proceed smoothly....
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03.12.25 - 20:06
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AMD’s Half-Price Cloud Strategy Narrows Gap With NVIDIA (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ: AMD) rose 2.1% on December 2nd, coinciding with a notable surge in retail investor sentiment on Reddit and X. AMD's sentiment score hit 64 (bullish) at 3am ET on December 3rd, virtually matching NVIDIA (NASDAQ: NVDA) at 67 during the same period. This convergence marks a dramatic shift in ... AMD's Half-Price Cloud Strategy Narrows Gap With NVIDIA
The post AMD's Half-Price Cloud Strategy Narrows Gap With NVIDIA appeared first on 24/7 Wall St.....
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03.12.25 - 10:06
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US lifts China sentiment, but tensions cloud outlook in Japan: report (SCMP)
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Global business sentiment towards China improved in the third quarter of 2025, led by a sharp rebound among US companies, but growing concerns in Japan over tensions with Beijing over Taiwan are dragging on the overall outlook, according to a Morgan Stanley report.
The US investment bank's AlphaWise Global MNC China Sentiment Index rose three points to 31, placing sentiment in the “slightly positive” range and signalling a gradual recovery in confidence towards operating and expanding in......
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