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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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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
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23.01.26 - 12:27
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Nintendo Aktie: Einstiegschance nach Absturz? (Aktiencheck)
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New York (www.aktiencheck.de) - Nintendo-Aktienanalyse von Wolfe Research:
Wolfe Research habe die Aktie von Nintendo Co. Ltd. (ISIN: JP3756600007, WKN: 864009, Ticker-Symbol: NTO, Tokio Stock Exchange-Symbol: 7974) von "underperform" auf "peer perform" hochgestuft, ohne ein Kursziel zu nennen. Seit der vorherigen Abstufung Anfang November sei das Papier des japanischen Gaming-Riesen um 28% gefallen, v.a. [mehr]...
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23.01.26 - 09:15
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Nintendo (7974.JP) Rises 4.52% on Red-Hot Demand for Switch 2 (AAStocks)
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Nintendo (7974.JP) ended today's (23rd) trading session at JPY10,400, up 4.52%.Market rumors said the strong sales of Nintendo's gaming console Switch 2, which, as indicated by other reports, were around 35% higher than that of the PS4 during the same period after launch seven months ago, prompted investors to flock to t......
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20.01.26 - 14:33
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Hasbro Announces Additions to Board of Directors (Business Wire)
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Doug Bowser and Carla Vernón to join as newest Board membersPAWTUCKET, R.I.--(BUSINESS WIRE)--$HAS--Today, Hasbro, Inc. (NASDAQ: HAS), a leading games, IP and toy company, announced that Doug Bowser, retired President and Chief Operating Officer of Nintendo of America Inc., and Carla Vernón, Chief Executive Officer of The Honest Company, Inc. have been appointed to Hasbro's Board of Directors.
“We are delighted to have Doug and Carla join our seasoned and dynamic Board of Directors,” said Rich Stoddart, Chair of Hasbro's Board of Directors. “Doug and Carla bring extensive leadership experience across consumer brands and franchise management. Their expertise and guidance will be invaluable as Hasbro continues to execute its long-term innovation and growth strategy.”
Doug Bowser served in various leadership roles for Nintendo of America Inc. (NOA) for over a decade, including as President and Chief Operating Officer from April 2019 until his recent retirement. Bowser led the company during a per...
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13.01.26 - 15:36
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"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring (ZeroHedge)
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"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
One week after Nvidia CEO Jensen Huang told the auidence at CES Las Vegas that AI data centers are creating a "market that never existed" for memory, the global leader in high-bandwidth memory, SK Hynix, announced that construction of a new $13 billion advanced memory manufacturing plant will begin this spring, with first production targeted for the second half of 2027, as it races furiously to keep up with surging AI-driven demand.
As Nvidia's main HBM supplier, SK Hynix sits at the center of the memory supply chain and has become a headwind for AI data center growth. With HBM prices soaring, we have been documenting the key developments across the space:
"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 ...
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