Coherent Unveils AxioView Imaging Fiber Assemblies For Optical Coherence Tomography, Near-Infrared Spectroscopy, And Multimodal Catheter-Based Imaging Systems
The rally in memory chip stocks continues! Renowned fund manager exclaims: The market has underestimated AI demand.
①Divya Mathur, the emerging markets equity fund manager at ClearBridge Investments, stated that the memory chip sector will be the best investment choice over the next decade as AI continues to drive up demand for chips; ②Mathur noted that the market still underestimates the significant demand AI has for memory.
Reported Earlier, Lumentum To Demonstrate Advanced Ultrafast And UV Laser Solutions For Precision Manufacturing At Photonics West
Lumentum Holdings Shares Are Trading Higher After Barclays Maintained Its Equal-Weight Rating and Raised Its Price Target From $181 to $365.
Coherent Shares Are Trading Higher After Barclays Maintained an Overweight Rating on the Stock and Raised Its Price Target From $170 to $215.
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Surging demand for memory chips! SK Hynix takes action: New plant to commence operations three months ahead of schedule.
①An executive of SK Hynix, a South Korean memory chip giant, recently stated that as the surge in demand for memory chips puts pressure on global supply, the company plans to move up the commissioning of a new factory by three months and will begin operations at another new factory in February; ②The early commissioning of the new factory represents SK Hynix's latest effort to meet market demand.
Barclays Maintains Overweight on Flex, Lowers Price Target to $71
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What does NVIDIA's inference context memory storage mean for NAND?
According to a Citi report, NVIDIA's newly launched AI Inference Context Memory Storage (ICMS) architecture is expected to significantly exacerbate the global NAND flash memory supply shortage. Each server utilizing this architecture will require an additional configuration of 1152TB SSD, which is projected to account for 2.8% and 9.3% of global NAND demand in 2026 and 2027, respectively. This move is anticipated not only to drive up NAND prices but also to present clear structural growth opportunities for leading memory chip manufacturers such as Samsung, SK Hynix, and Micron.