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Micron Technology plans to invest 3 billion USD to strengthen the domestic semiconductor supply chain in the United States.
2+ hour, 28+ min ago (64+ words) Bitget Micron Technology plans to invest 3 billion USD to strengthen the domestic semiconductor supply chain in the United States. A certain exchange plans to invest 3 billion US dollars to strengthen the domestic semiconductor supply chain in the United States. You…...
Bullish on continued CPU boom! UBS raises AMD and ARM target prices, Bank of America bullish on TSMC and ASE Group
8+ hour, 17+ min ago (664+ words) " " " Editor"| Hard AI As the AI industry moves from the training phase into the era of inference and Agentic AI, CPUs, once overshadowed by GPUs, are regaining market attention. As AMD and ARM continue to expand their market share, more…...
Semi Analysis: The Fire and Ice of NVIDIA Rubin Platform
8+ hour, 17+ min ago (379+ words) " " " Editor"| Hard AI Semi Analysis, a semiconductor research organization, has released two consecutive analyses, outlining the "two sides of the coin" for Nvidia's outlook, with both opportunities and challenges ahead. However, earlier the same day, Semi Analysis released another piece…...
CEO of Applied Materials: Chip manufacturers are preparing for capacity expansion
10+ hour, 26+ min ago (27+ words) Bitget CEO of Applied Materials: Chip manufacturers are preparing for capacity expansion You may also like...
Nvidia and D-MATRIX are integrating hardware into a new system to empower AI models
1+ day, 16+ hour ago (61+ words) Bitget Nvidia and D-MATRIX are integrating hardware into a new system to empower AI models Gelonghui July 8 According to market news, Nvidia and artificial intelligence chip startup D-MATRIX are integrating hardware into a new system to empower AI models. You…...
Ethereum is about to replace itself: Inside the Lean Rebuild
2+ day, 8+ hour ago (426+ words) This is what is actually in the plan, why the priorities shifted, what the rebuild would mean for holders and builders, and the honest case for and against believing a shrinking organization can pull off the largest protocol replacement ever…...
Goldman Sachs: Maintains NVIDIA price target at $285, valuation already reflects the risk of ASICs capturing market share
2+ day, 13+ hour ago (204+ words) Bitget Goldman Sachs: Maintains NVIDIA price target at $285, valuation already reflects the risk of ASICs capturing market share Block Beats News, July 7 " Goldman Sachs maintains a Buy rating on NVIDIA with a target price of $285, stating that the current valuation…...
Major Bank Rating | Morgan Stanley: Kioxia Makes a Key Step Forward in AI Storage Upgrade, Maintains "Overweight" Rating
2+ day, 17+ hour ago (126+ words) Bitget Major Bank Rating | Morgan Stanley: Kioxia Makes a Key Step Forward in AI Storage Upgrade, Maintains "Overweight" Rating Golden Ten Data July 7 Morgan Stanley released its latest research report, maintaining an "Overweight" rating for Kioxia and a target price…...
Goldman Sachs Maintains NVIDIA Target Price at $285, Valuation Reflects ASIC Market Share Risks
2+ day, 13+ hour ago (233+ words) Bitget Goldman Sachs Maintains NVIDIA Target Price at $285, Valuation Reflects ASIC Market Share Risks On July 7, Goldman Sachs maintained its 'Buy' rating on NVIDIA with a target price of $285, stating that the current valuation adequately reflects the risks of market…...
Nvidia Refutes Semi Analysis' Product Delay Report, States AI Chip Roadmap Remains Unchanged
3+ day, 18+ min ago (58+ words) Bitget Nvidia Refutes Semi Analysis' Product Delay Report, States AI Chip Roadmap Remains Unchanged Block Beats News, July 7th - In response to Semi Analysis's report on product delay, NVIDIA has denied the claim. The company stated that its AI chip roadmap…...