$Super Micro Computer (SMCI.US)$ The life sciences and pharma industries are undergoing a transformative revolution powered by AI—accelerating drug discovery, advancing gene sequencing, and ultimately saving lives. However, realizing this potential comes with challenges: integration, governance, security, and cultural shifts require strategic leadership as organizations face increasing pressure to adapt—or risk falling behind.
CXO INSIGHTS, hosted by S...
CXO INSIGHTS, hosted by S...
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$Micron Technology (MU.US)$ In 2024, Samsung held the largest market share in the DRAM sector with 42.9% [ statista.com/st...]
SK Hynix followed closely with 34.5%,
Micron Technology held 19.6% of the market. But there are the differences.
The new 1-gamma (1γ) is the future: This is Micron's latest DRAM process technology, which uses extreme ultraviolet (EUV) lithography [ $ASML Holding (ASML.US)$ ] to produce the smallest memory cells. This...
SK Hynix followed closely with 34.5%,
Micron Technology held 19.6% of the market. But there are the differences.
The new 1-gamma (1γ) is the future: This is Micron's latest DRAM process technology, which uses extreme ultraviolet (EUV) lithography [ $ASML Holding (ASML.US)$ ] to produce the smallest memory cells. This...
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$Microchip Technology (MCHP.US)$ We are very pleased that today the CMA has taken the important step of provisionally accepting our proposed remedies in Phase 1 rather than referring the transaction to Phase 2. We will maintain our constructive and collaborative engagement with the CMA as it completes ...
$Novo-Nordisk A/S (NVO.US)$ and Valo Health announce an expansion of their collaboration to discover and develop innovative treatments for obesity, type 2 diabetes and cardiovascular diseases, leveraging Valo’s artificial intelligence and human data. The initial agreement, signed in September 2023, included up to 11 therapeutic programs and potential payments of $2.7 billion.
The expanded agreement now includes up to 20 programs...
The expanded agreement now includes up to 20 programs...
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$Micron Technology (MU.US)$ Approximate $7 billion investment over the next several years to meet AI data center demand. Mu broke ground today on a new High-Bandwidth Memory (HBM) advanced packaging facility adjacent to the company’s current facilities in Singapore. Micron marked the occasion with a ceremony attended by Gan Kim Yong, Deputy Prime Minister and Minister for Trade and Industry of...
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$Micron Technology (MU.US)$ For more than 6 months I have been reporting that Mu, together with Belgian imec, greatest laboratory in world connected with University, is making the best and most energy-efficient microchips with the Quantum lithography machine from $ASML Holding (ASML.US)$ . And it's not over yet !
They have from mid 2024 new contract (expensive) for 3 years. And if you read good their financial report than y...
They have from mid 2024 new contract (expensive) for 3 years. And if you read good their financial report than y...
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$Advanced Micro Devices (AMD.US)$ AMD is also in the spotlight, with new products aimed at the PC market, automotive, and AI. During its October 2024 quarterly results, AMD raised its 2024 forecast for AI-related revenue to $5 billion, up from $500 million. The recent launch of the MI300X GPU, a competitor to Nvidia’s H100, is seen as a major step in regaining market share.
In addition to AI, AMD is focusing on automotive solutions, with new...
In addition to AI, AMD is focusing on automotive solutions, with new...
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$ASML Holding (ASML.US)$ At 12.45 h 39 € up. Very bright future. Searches for 20K sophisticated engineers. Help from gouvernement for building houses and infrastructure. Also investments from asml to build new houses for engineers ect. ... a lot of good news, to much to tell. New price target are now again 1000 € ![]()
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$Advanced Micro Devices (AMD.US)$ SANTA CLARA, Calif., Dec. 03, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced that it will be hosting a press conference as a part of the official CES 2025 Media Days. The press conference will take place on Monday, Jan. 6 at 11 a.m. PST at the Mandalay Bay.
AMD senior vice president and general manager of the Computing and Graphics Group Jack Huynh, along with other AMD executives will be joined by partners and customer...
AMD senior vice president and general manager of the Computing and Graphics Group Jack Huynh, along with other AMD executives will be joined by partners and customer...
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$Micron Technology (MU.US)$ I suppose that the New person, Mike Cordano as Executive Vice President, shall bring upwards potential?
Cordano is a member of the Leeds School of Business's board of advisors at the University of Colorado. He holds a Bachelor of Science in Business Administration and Management from the University of Colorado.
Mike Cordano’s comprehensive experience and growth mindset makes him a valuable leader to continue our collaboration with customers as memory b...
Cordano is a member of the Leeds School of Business's board of advisors at the University of Colorado. He holds a Bachelor of Science in Business Administration and Management from the University of Colorado.
Mike Cordano’s comprehensive experience and growth mindset makes him a valuable leader to continue our collaboration with customers as memory b...
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Money Thrill OP 103998930 : But Supermicro is almost the only in Green.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")