The semiconductor industry is entering a powerful new uptrend, with the memory cycle still in its early stages, according to KB Securities.
Growth is expected to accelerate further in 2026, with WSTS projecting more than 25% expansion to about USD975 billion, ...
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Micron, Sandisk likely to benefit as memory enters 'historic upcycle,' BNP Paribas says
Micron Technology (MU) and Sandisk (SNDK) are likely to keep benefiting as the memory sector is entering a “historic upcycle,” aided by artificial intelligence, BNP Paribas said on Wednesday. “With ...
Broadcom and Marvell are set to lead a semiconductor up-cycle driven by cloud and AI demand in 2024. JPMorgan analyst Harlan Sur forecasts four-to-six quarters of semiconductor growth, with earnings ...
Vishay Intertechnology has been grinding through a tough downcycle, as weak demand across auto and industrial markets has weighed heavily on volumes and margins. Despite current weak end-markets and ...
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