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Data Center Demand Outpaces Infrastructure: Oppenheimer
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Embraer Shares Are Trading Higher After the Company Announced a $70 Million Commitment Towards New MRO Facilities in Fort Worth, Which Will Create 250 Aviation Jobs.
Embraer to Invest up to $70M Commercial Jet Facilities in Texas
ASML's performance has plummeted, with orders only half of market expectations, leading to a downward revision of next year's sales target.
ASML Holding's net sales in the third quarter were 7.47 billion euros, with analysts expecting 7.17 billion euros. Third-quarter orders were 2.63 billion euros, with analysts expecting 5.39 billion euros.
Short Sellers Boost Bets Against Material Stocks in September