IntrovertMetaverse

Korea SK Securities: Memory is the cheapest stock among the bottlenecks of the AI era
"SK Securities continues to view the memory rerating as still only at its earliest stage. TSMC commands a high multiple because it is a platform style manufacturer that enables its customers' futures. The same holds for memory in the AI era. Structurally elevated earnings power and visibility, and the strengthened shareholder returns built on top of them, mean that the memory rerating and the unwinding of the Korean memory discount will move together. With Samsung Electronics and SK Hynix currently trading at

I didn’t have enough faith in you…
I believe in Micron!!!

Is it just me, or does this feel bearish for Cerebras?

Titan V1!

SK hynix Files Form F-1 with the SEC

SK Hynix ADRs are scheduled to list on Nasdaq on July 10.

Exclusive: Apple to Begin Foldable iPhone Mass Production in July, Hinge Problem Resolved
Apple will begin mass production of its first foldable iPhone from late July. While speculation about a launch delay recently emerged due to hinge problems, it has been confirmed that Apple is pushing ahead with a September unveiling as originally planned.
According to reporting by The Elec on the 24th, based on interviews with Apple supply chain sources in Korea and Taiwan, Apple has finalized the major specifications for the foldable iPhone, including the display, case, and mechanical components, and ha

Samsung Electronics Allocates Half of HBM Capacity to HBM4
Samsung Electronics has been found to have assigned half of its high bandwidth memory (HBM) production capacity to its sixth generation HBM4. After becoming the first in the world to ship HBM4 this past February, the company is now expanding production in earnest and moving to recover market share.
According to the semiconductor industry on the 24th, Samsung Electronics is understood to have recently allocated roughly 75,000 wafers, half of its monthly HBM DRAM wafer input of 150,000, to HBM4. The remaining half has been assigned to 12

Do these damn Chinese media outlets have so little news to cover that they’re treating my exit from A shares as breaking news??