$Micron Technology (MU.US)$ At the top of the list is Micron Technology, which saw turnover per share increase by no less than 88%. The gross margin went from just -11% last year to +35% this year. The operating margin also increased considerably. “The stock will outperform through the rest of this year and into 2025 as the market underestimates the improvement in revenue, margins and pricing power,” JPMorgan...
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$Lam Research (LRCX.US)$ Lam Research collaborates now at a "very high level" with imec in Belgium, greatest laboratory in world, 5500 sophisticated engineers.
They have a now strategic partnership aimed at developing new technologies for wafer fabrication, such as "dry resist technology for EUV lithography". Extreme ultraviolet lithography.
Lam is also located in Austria, Ireland, a production facility in Germany and a Research and developme...
They have a now strategic partnership aimed at developing new technologies for wafer fabrication, such as "dry resist technology for EUV lithography". Extreme ultraviolet lithography.
Lam is also located in Austria, Ireland, a production facility in Germany and a Research and developme...
$NVIDIA (NVDA.US)$ The biggest problem with investing is falling in "love" with a stock. The price rises to unprecedented heights. People then have too high expectations. If these disappoint a little, a sharp drop in the price can follow?
The share price can now go either way. Remember share $ASML Holding (ASML.US)$ . from 1021 € to 627 € today? Buyed at 500 but to late to sell some now of it ? My fault .. to much in love! Meanwhile a...
The share price can now go either way. Remember share $ASML Holding (ASML.US)$ . from 1021 € to 627 € today? Buyed at 500 but to late to sell some now of it ? My fault .. to much in love! Meanwhile a...
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$Super Micro Computer (SMCI.US)$ Supermicro recently appointed BDO USA Home as their new independent auditor. This move follows the earlier withdrawal of Ernst & Young (EY), which left the company due to concerns about governance and transparency. BDO will now take responsibility for Supermicro's audits and will also assist with compliance plans to reinstate Nasdaq listing rules.
Supermicro has formed a special committee to investigate previous concerns. This committee...
Supermicro has formed a special committee to investigate previous concerns. This committee...
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$Taiwan Semiconductor (TSM.US)$ Under the agreement, the Taiwanese chipmaker will receive $6.6 billion to build multiple chip factories in the state of Arizona. The company also says it will deploy its A16 process in the United States.
The Chips and Science Act was officially passed in the summer of 2022. Under the law, the US government will release more than 50 billion dollars for the chip sector, partly in t...
The Chips and Science Act was officially passed in the summer of 2022. Under the law, the US government will release more than 50 billion dollars for the chip sector, partly in t...
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$Micron Technology (MU.US)$ The United States has completed its subsidy agreements with TSMC. Under the agreement, the Taiwanese chipmaker will receive $6.6 billion to build multiple chip factories in the state of Arizona. The company also says it will deploy its A16 process in the United States.
The Chips and Science Act was of...
The Chips and Science Act was of...
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$Super Micro Computer (SMCI.US)$ The new Gold Series comprises 27 different server models based on Supermicro’s best-selling product families, optimized for popular enterprise compute, AI, storage, and edge workloads. All systems feature key components pre-installed and are ready to go out of the box, significantly shor...
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$ASML Holding (ASML.US)$ Chip machine manufacturer ASML expects that turnover in the global chip industry will grow to more than 1 trillion dollars by 2030, equivalent to almost 950 billion euros. Turnover is mainly driven by demand for chips for artificial intelligence (AI) applications.
The Veldhoven-based company updates investors and shareholders about its longer-term strategic plans. ASML also says it w...
The Veldhoven-based company updates investors and shareholders about its longer-term strategic plans. ASML also says it w...
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$Advanced Micro Devices (AMD.US)$ Chipmaker AMD is laying off four percent of its employees, which amounts to about a thousand jobs. The layoffs are part of a strategy to make more AI chips in the hope of better competing with Nvidia.
AMD confirms the layoffs to . A spokesperson said the company is taking "a number of targeted steps...
AMD confirms the layoffs to . A spokesperson said the company is taking "a number of targeted steps...
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