Is the AI Boom Over?
Nvidia's slower Q2 growth guidance and shortages in GPU and HBM supply could lead to excess inventory and reduced orders from customers, causing...
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Micron Earnings - What to Expect
Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market...
267 Views
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...
360 Views
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...
279 Views
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'...
333 Views