SA Asks: Are Memory Chipmakers Building Too Much Capacity?

Seeking AlphaJul 19 23:00

SemiAnalysis: Kimi K3's KDA mechanism improves attention efficiency but will require more GPUs, HBM, DRAM, and networking—not less!

Semiconductor research firm SemiAnalysis recently offered a starkly different assessment: the massive parameter scale and inference architecture requirements of K3 will not only fail to dampen demand for high-end AI hardware but could further strengthen demand for NVIDIA's high-end GPUs, HBM, and high-speed interconnect devices.

wallstreetcnJul 19 17:38

DRAM ETF Inflows Jump Despite Micron, Sandisk, Seagate Slump

BenzingaJul 19 05:56

Notable Tech Headlines for the Week: IBM, Meta, TSMC in Focus

Seeking AlphaJul 18 22:10

SanDisk, Vertiv, Intellia, Rocket, AeroVironment Trending With Analysts

TipRanksJul 18 17:01 · Ratings

Shares of memory chip-related companies have lost momentum, with the Philadelphia Semiconductor Index entering a technical bear market. Analysts note that market expectations have clearly outpaced reality.

Following a sharp rally driven by memory chip market conditions, the U.S. semiconductor sector has undergone a significant correction.

Zhitong FinanceJul 18 07:00