SK Hynix & The Dawn Of Custom Memory Solutions
SK Hynix reported Q423 revenues of 11.31 trillion won, +25% QoQ, +47% YoY. Op profit 346 billion won, first in five quarters. A pivot to custom...
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What SK Hynix's Latest Results Indicate for PC & Mobile Makers into 2025E, Including Apple
SK Hynix expects strong industry demand growth in 2024 and beyond, particularly due to AI expansion. AI mobile phones will be a future driver and...
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Taiwan Tech Weekly: Dell Outperforms Taiwan PC Names; TSMC Results Coming After Taiwan Election
Taiwan PC names have gone from being top winners to top losers, while Nanya Tech underperformed compared to Micron and SK Hynix. Could Microsoft...
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Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
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Semiconductor Events Deserving Your Attention @9/1/2024
Quintaurius, a RISC-V collaboration between Bosch, Infineon, Nordic, NXP & Qualcomm, launches. Intel gets first ASML High-NA EUV tool. Great photo...
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