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Trending Technologies
EDA3 Mixture of Experts (MoE)2 Adreno GPU2 DRAM2 Memory Chips2 3D NAND2 Flash Memory2 AI Packaging1 Semiconductor Bonding Equipment1 DCF Model1 Free Cash Flow1 Supply Chain Reshoring1
2026-09-29
"HBM average selling price to rise 121% next year amid supply shortage" - 매일경제
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www.mk.co.kr 2026-09-29
2026-09-29
Micron Heads Into Earnings, JPMorgan Sees 2 More Years Of HBM Shortage - Micron Technology (NASDAQ:MU) - Benzinga
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news.google.com 2026-09-29
2026-09-28
Labor risks and semiconductor shortages - Sourceability
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sourceability.com 2026-09-28
2026-09-26
Storage shortages may persist until 2028! UBS Group raised Micron's earnings forecast, expressing optimism about the strong HBM market and increased share buybacks. - news.futunn.com
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news.futunn.com 2026-09-26
2026-09-24
Micron’s Rally Looks Overdone Until You Price The Memory Shortage - Trefis
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www.trefis.com 2026-09-24
2026-09-24
How memory chip shortage is boosting profits at UK’s Raspberry Pi - The Times
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www.thetimes.com 2026-09-24
2026-09-24
Micron's Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says - 富途牛牛
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news.futunn.com 2026-09-24
2026-09-24
Micron's Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says - marketscreener.com
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www.marketscreener.com 2026-09-24
2026-09-24
Micron's Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says - Yahoo Finance
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finance.yahoo.com 2026-09-24
2026-09-24
Micron's Chip Shortage Expected to Deepen Into 2027 as Demand Surges, UBS Says - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-09-24
2026-09-23
JPMorgan: The downgrading of HBM specifications does not alter the underlying shortage; demand is still projected to grow at a compound annual growth rate of 63% from 2026 to 2028. - 富途牛牛
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news.futunn.com 2026-09-23
2026-09-23
Qualcomm releases Android chip built for AI as memory shortage weighs on smartphone market - CNBC
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www.cnbc.com 2026-09-23
2026-09-23
Qualcomm releases Android chip built for AI as memory shortage weighs on smartphone market - CNBC
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www.cnbc.com 2026-09-23
2026-09-22
China AI Chip Prices Jump 50% as HBM Shortage Bites [2026] - shattered.io
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shattered.io 2026-09-22
2026-09-22
Samsung Electronics' DRAM Expansion Won't Ease Commodity Shortage — Price Rally Seen Prolonged - finance.biggo.com
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news.google.com 2026-09-22
2026-09-22
NVIDIA Or Micron: Which Gets Paid More Safely For The AI Shortage? - Yahoo Finance
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finance.yahoo.com 2026-09-22
2026-09-22
NVIDIA Or Micron: Which Gets Paid More Safely For The AI Shortage? - Trefis
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www.trefis.com 2026-09-22
This analysis dissects a structural divergence between NVIDIA and Micron within the same AI-driven supply crunch. Both companies are beneficiaries of demand outstripping capacity in data-center silicon, yet their risk profiles and revenue certainty differ fundamentally. NVIDIA's model is one of bala
AI ChipsMemory MarketData CenterSupply-Demand ImbalanceGross MarginStrategic Customer AgreementsCircular FinancingDRAM
2026-09-20
Chinese memory supply is disruptive to pricing, Acer's Jason Chen says, as shortages ease
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digitimes.com 2026-09-20
2026-09-18
Samsung Offloads DDR5 Module Output To Shield PC Market From AI Shortages - ubergizmo.com
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www.ubergizmo.com 2026-09-18
2026-09-18
Samsung Delays Some Galaxy Z Fold 8 Output as Display Chip Shortage Bites - finance.biggo.com
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finance.biggo.com 2026-09-18