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SpaceX
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СпутникиРНSpaceXРоскосмосNASAIntroduction For decades, semiconductor cycles followed a fairly predictable sequence. Demand improved, companies bought more equipment to make more chips, unit shipments increased so that supply exceed demand, and pricing eventually weakened as oversupply returned to the market. Investors therefore learned to focus primarily on unit growth because pricing historically lagged demand rather than led ... The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | ASML May Benefit More From the AI Memory War Than TSMC | 0 | 8.56 | 02-06-2026 |
| 2 | Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power | 0 | 5.8 | 16-05-2026 |
| 3 | KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs | 0 | 6.37 | 04-05-2026 |
| 4 | China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions | 0 | 7.65 | 02-05-2026 |
| 5 | AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology | 0 | 7.78 | 06-05-2026 |
| 6 | Arm Is Quietly Becoming The CPU Backbone Of AI | 0 | 8.86 | 08-05-2026 |
| 7 | onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony | 0 | 12.68 | 12-05-2026 |
| 8 | Samsung Raises DDR4 Memory Prices Amid Intel Demand | 0 | 7 | 07-07-2026 |
| 9 | 🙏ПАМЯТЬ-АПОКАЛИПСИС: Почему апгрейд ПК превращается в роскошь! Геймеры, у нас ... | -3 | 7 | 12-07-2026 |
| 10 | Micron plans $250B+ in U.S. chip investment through 2035, creating 90,000+ jobs | 7 | 8 | 09-07-2026 |