|
|
|
15.10.26 - 21:33
|
New DRAM Demand Source Could Surge 20-Fold By 2030 (ZeroHedge)
|
|
|
New DRAM Demand Source Could Surge 20-Fold By 2030
Last month, Jason Chen, chairman and CEO of Taiwanese PC maker Acer, offered some relief from the memory shortage, saying chip prices could begin falling in the second half of next year. That outlook challenges the memory cartel, pardon, the Big Three's claims that prices will keep rising well beyond 2027.
Meanwhile, Chinese memory-chip manufacturer ChangXin Memory Technologies, better known as CXMT, recently said it had begun mass production of advanced memory chips. Goldman analysts are now looking to Samsung's Oct. 29 earnings report for indications of whether the company expects tight memory-market conditions to persist in 2028.
AI hyperscalers have soaked up the world's high-bandwidth memory (HBM) for the data center buildout, sending prices soaring and pressuring consumer electronics companies such as Apple, which was forced to raise prices for the new iPhone 18 premium lineup and foldable Duo.
But with CXMT's supply coming online a...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
15.10.26 - 06:18
|
Asia Tech Selloff Shows China as Possible Bright Spot (Bloomberg)
|
|
|
A sharp selloff across Asian semiconductor and AI hardware stocks is pushing investors to look past short-term panic toward China. Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe and Bloomberg's Anthony Stephens discuss. (Source: Bloomberg)...
|
|
|
|
|
14.10.26 - 20:21
|
UPSIDE Foods Honored by Goldman Sachs for Entrepreneurship (PR Newswire)
|
|
|
Uma Valeti, UPSIDE CEO, Among the Most Exceptional Entrepreneurs at 2026 Builders and Innovators Summit EMERYVILLE, Calif., Oct. 14, 2026 /PRNewswire/ -- Today, Goldman Sachs (NYSE:GS) is recognizing UPSIDE Foods CEO Uma Valeti, M.D., as one of the Most Exceptional Entrepreneurs of 2026......
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
