SK Hynix Earnings Highlights Strong AI Dependence and Tariff Concerns
SK hynix reported strong Q1 results driven by HBM market success. But the company faces challenges from a potential AI growth slowdown, and the...
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Micron 2QF25 Earnings Call Positive, But Tread with Caution
Micron's strong HBM and Data Center growth helped offset declines elsewhere, but AI growth may slack, and China semi growth is a threat. #Micron...
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IS AI Spending Poised to Fall?
Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
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What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
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Semiconductor's Over-Dependency on AI
The emergence of DeepSeek AI platform threatens current Large Language Models, causing stock tumbles for chip companies like Nvidia and Samsung....
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