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.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
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.
Small cap stocks take over! Four potential stocks are expected to fill the market gap left by the 'big seven'.
As the recent performance of the "seven giants" dominating the market has been sluggish, small cap stocks are gradually becoming the new favorite in the market.
Small-Cap Stocks Can Fill the Mag 7 Market Void. 4 to Play
Power Integrations to Release Third-Quarter Financial Results on November 6