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US President Trump: Canada has recently been friendly to the United States.
2026-10-30
US President Trump: Canada has recently been friendly to the United States.
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2026-10-29
Alphabet (GOOG.O) executive: Google Cloud Platform accounted for the vast majority of Google Cloud revenue in the third quarter.
Alphabet (GOOG.O) executive: Google Cloud Platform accounted for the vast majority of Google Cloud revenue in the third quarter.
2026-10-29
1. Goldman Sachs: DRAM prices may continue to rise until the first half of 2028, with HBM market revenue expected to increase by over 230% next year. 2. Samsung plans to increase capital expenditure by 60%, but chip profits still fall short of marke
1. Goldman Sachs: DRAM prices may continue to rise until the first half of 2028, with HBM market revenue expected to increase by over 230% next year. 2. Samsung plans to increase capital expenditure by 60%, but chip profits still fall short of market expectations. 3. Samsung's 2027 HBM products are sold out; it plans to significantly increase memory investment, with shareholder return plans to be announced in January next year. 4. Institutions: Bullish on SK Hynix's upside potential, predicting a two-year share buyback program of up to 28% of equity. 5. AI drives up costs for memory and other components; reports indicate that major PC manufacturers like HP will shift some production back to China. 6. Rising memory prices keep secondhand phone prices firm; 99% new phones are in high demand. 7. Biwin Storage: Q3 2026 net profit of 1.602 billion yuan, a year-on-year increase of 525.34%. 8. Samsung SDI's Q3 operating profit turned positive, significantly exceeding market expectations. 9. Junzheng Technology: New DRAM production capacity is expected to be gradually operational after 2027; analog chip prices have begun to adjust this quarter. 10. Former Intel CEO Kissinger bets on new AI memory: Z2RAM is planned to bypass EUV lithography and samples will be sent within 4 years.
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