Micron: Undervalued At 6x 2026 Profits Amid Massive AI Tailwind
DeepSeek's cost-efficient AI models could boost overall AI adoption, increasing demand for Micron's memory solutions. Read ...
RCR Wireless News3d
Micron on tearing down the edge AI memory wall
Modern leading AI chips can process data faster than memory systems can deliver that data, limiting edge AI inference ...
Micron Technology (MU): Among The Chip Stocks In Focus Amid Tech Selloff
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
The Next Platform4d
AMD Moves Up Instinct MI355X Launch As Datacenter Biz Hits Records
When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter ...
Nvidia, Caterpillar and other winners and losers from DeepSeek's emergence, according to JPMorgan
Nvidia - whose market capitalization dropped by $600 billion in a single day on the emergence of the Chinese AI chatbot DeepSeek - is actually going to be a beneficiary of the new service, according ...
Rosenblatt raises Rambus stock target to $92, maintains Buy rating
Rosenblatt Securities increased its price target for Rambus Inc . (NASDAQ:RMBS) shares, citing the company's record-setting financial performance. The new target is set at $92, up from the previous ...
Jefferies lifts Rambus stock price target to $69 from $55
Jefferies maintained a positive outlook on Rambus Inc . (NASDAQ:RMBS), raising its price target on the company's shares from $55.00 to $69.00, while keeping a Buy rating. Currently trading at $60.35, ...
Delay in Cutting Edge HBM Production Weighs on Samsung's Profitability
Samsung has a very strong financial position, with net cash of KRW 16.5 trillion by the end of December 2022.