The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.
The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.
Intel's data-center server chip demand is surging, driving strong results and bullish forecasts, while capex is increasing and foundry ambitions are progressing, supporting a sustained turnaround.
The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.