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.
BNP Paribas Exane Adjusts Skyworks Solutions Price Target to $99 From $100
High Dividend Growth + High Free Cash Flow Yield Stocks = a Winning Strategy
This Honeywell Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday