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Objective Analysis
Semiconductors, Memory and SSDs
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184
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Information Technology
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bullish
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NVIDIA Corp
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23 May 2024 09:47
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
Jim Handy
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253 Views
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bullish
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SK Hynix
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25 Apr 2024 11:58
SK Hynix: AI Is Still the Main Driver
Today's SK hynix earnings show the continued strength of AI demand, but not in HBM as most industry observers expected. This time NAND flash is...
Jim Handy
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253 Views
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bullish
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Thematic (Sector/Industry)
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04 Apr 2024 09:14
Will Taiwan Quake Trigger a Shortage?
Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...
Jim Handy
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315 Views
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bullish
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Micron Technology
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21 Mar 2024 07:34
Micron Earnings: HBM Driving Price Increases in Other Sectors
Micron Technology sees positive revenues and profitability due to HBM demand creating a DDR5 DRAM shortage, benefiting Micron, Samsung, and SK hynix.
Jim Handy
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290 Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2024 13:24
The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
Jim Handy
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360 Views
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