Micron, Oracle Database Spending, GPU Restrictions, MLPerf, Amkor, and V Icor
Micron's earnings are boring. And a Vicor signal boost. Micron said we bottomed, wrung their hands a ton about gross margins and comparability...
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Montage (6809 HK): All Good But Price - A Supplier to Hynix, Samsung, and Micron
Montage has the largest market share. The company’s revenue growth outperformed the industry average and its gross margin hit a record high....
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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Aequitas: BIWIN Storage Technology A/H Listing - Strong Memory Revenue Growth but Low Market Share
Biwin Storage Technology (688525 CH) (BST), focuses on the R&D, design, packaging, testing, production, and sales of semiconductor memory, and aims...
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Cryogenic Memory: Computers from Deep Space?
The end of Moore’s Law and accelerating global data needs has driven computer manufacturers to come up with an advanced computing solution which...
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