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Turkish President Erdogan: No one has the right to intimidate Türkiye's capital markets.
2026-10-16
Turkish President Erdogan: No one has the right to intimidate Türkiye's capital markets.
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2026-10-16
Citi Securities says global memory-chip stocks have become more volatile and have notably underperformed other sectors since October. Alongside macro headwinds — rising oil-price volatility and renewed inf and rate expectations — market attention has
Citi Securities says global memory-chip stocks have become more volatile and have notably underperformed other sectors since October. Alongside macro headwinds — rising oil-price volatility and renewed inf and rate expectations — market attention has turned to progress on ChangXin Technology’s 4F² DRAM process. Investors fear a Chinese wafer‑fab breakthrough in high‑margin server DDR5 could weaken overseas suppliers’ capacity-based pricing power. DRAM remains dominated by 6F² cell architecture; deployment of 4F² depends on Samsung and ChangXin progress. 4F² is still in early validation; Citic flags yield, output, gross margins and downstream customer qualification as the key metrics to watch and judges near- to mid-term industry impact likely limited. The firm recommends focusing on investment opportunities in HDD, DRAM and NAND names.
2026-10-16
According to Reuters, Lite-On Technology showcased its 800 VDC power technology at the NVIDIA MGX ecosystem booth at the OCP conference, aiming to drive the development of next-generation AI infrastructure.
According to Reuters, Lite-On Technology showcased its 800 VDC power technology at the NVIDIA MGX ecosystem booth at the OCP conference, aiming to drive the development of next-generation AI infrastructure.
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