Memory Monitor: Is DeepSeek a Problem for SK Hynix & Micron's HBM DRAM Growth?
SK Hynix predicts 100% HBM revenue growth in 2025E, signaling a shift away from traditional DRAM importance. DeepSeek fears raise concerns for HBM...
1.3k Views
Samsung Life Insurance: Implications of Classifying Samsung Electronics as a Long-Term Holding
Samsung Life Insurance (032830 KS) is considering on a special measure of classifying its stake in Samsung Electronics (005930 KS) as a long-term...
707 Views
Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.
China's wafer foundry industry set to grow, TSMC prioritizing COUPE tech for silicon photonics, Samsung's GenAI smartphones 2.0 enhance mobile...
332 Views
Silicon Motion: Memory Controllers Emerging as Strategic Pillar for Global HPC and AI Leadership
PCIe 5.0 is set to revolutionize data centers, with SIMO positioned to benefit from its expansion in the market. We also analyze a potential...
614 Views
Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.
Taiwan startup wins military contract, Dixon expands phone sales, Samsung delays DRAM development, CG Power receives subsidy in India, Poland faces...
307 Views