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Semiconductor Demand

All articles tagged with #semiconductor demand

finance1 year ago•2 min saved

"Intel Stock: Riding the Semiconductor Rebound to 2025 Success"

Ariel Global Fund's fourth-quarter 2023 investor letter highlighted Intel Corporation (INTC) as a new holding, noting the company's outperformance driven by the rebound in semiconductor demand, particularly in the personal computer and central processing unit sectors. The letter also emphasized Intel's progress in regaining its manufacturing technology advantage and its potential in the foundry business. Despite not being among the 30 most popular stocks among hedge funds, Intel was held by 86 hedge fund portfolios at the end of the fourth quarter.

via Yahoo Finance|

#ariel-global-fund #finance #hedge-funds

technology1 year ago•1 min saved

"AI Demand Propels Micron to Record Highs and Strong Forecast"

Micron Technology's stock surged to a record high after the company's strong revenue forecast fueled optimism about the increasing demand for AI hardware, particularly its high-bandwidth memory (HBM) chips used in AI applications. The company's forecast for 2024 and 2025 indicates significant growth, with its HBM chips already sold out for 2024 and a majority of its 2025 supply allocated. This surge in demand is expected to drive a V-shaped recovery in the industry, with Micron's shares rising more than 60% in the past 12 months.

via Yahoo Finance|

#ai-hardware #high-bandwidth-memory-chips #micron-technology

business2 years ago•3 min saved

Samsung to cut chip production amid tech slump, posts worst profit in a decade.

Samsung Electronics will make a "meaningful" cut to chip production due to a sharp global downturn in semiconductor demand that has sent prices plummeting. The move by the industry leader is expected to support chip prices that had fallen by about 70% over the last nine months. Samsung's shares jumped 4.5% in early trading, while rival SK Hynix's shares surged 5.6%. Although cutting short-term production, Samsung said it was still making long-term investments in infrastructure and research to secure needed clean rooms for chip production and expand its technological lead.

via Reuters|

#business #chip-production #memory-chip-rebound