|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
23.01.26 - 16:12
|
That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
|
|
|
That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
—...
|
|
|
|
|
22.01.26 - 11:36
|
Chinese AI chipmaker Moore Threads sees tripling of revenue amid self-sufficiency push (SCMP)
|
|
|
Moore Threads, one of China's artificial intelligence chip champions, expects to report a tripling of revenue for 2025, reflecting how local semiconductor firms are expanding rapidly amid Beijing's push for self-sufficiency.
The company, founded in 2020 by Nvidia's former China head Zhang Jianzhong, said it expected revenue to land between 1.45 billion yuan (US$208 million) and 1.52 billion yuan after surging between 231 per cent and 247 per cent compared with 2024, according to a stock exchange......
|
|
|
|
|
|
|
|
|
|
|
|
|
15.01.26 - 14:33
|
TSMC′s Bullish AI Outlook Prompts Goldman To Say ′Anyone Hoping For A Pullback Will Get Disappointed′ (ZeroHedge)
|
|
|
TSMC's Bullish AI Outlook Prompts Goldman To Say 'Anyone Hoping For A Pullback Will Get Disappointed'
Europe's semiconductor stocks moved higher on Thursday, with ASML Holdings surging to a record high after Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 35% jump in fourth-quarter profit and signaled plans to boost capital spending by nearly 40% this year.
TSMC, a supplier to tech giants including Nvidia and Apple, raised its 2026 capex guidance to $52 billion to $56 billion, up from a previous estimate of $40 billion. Management also indicated that the three-year investment plan will be significantly higher, reducing the likelihood of a near-term pullback in spending.
"Our business in the fourth quarter was supported by strong demand for our leading-edge process technologies," said Wendell Huang, Senior VP and CFO of TSMC. "Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.&...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
