embedded storage chips

Storage Chip Prices Surge, Impacting PC and Server Manufacturers! Morgan Stanley: A 10% Increase Could Reduce OEM Margins by 45-150 Basis Points

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Storage Chip Prices Surge, Impacting PC and Server Manufacturers! Morgan Stanley: A 10% Increase Could Reduce OEM Margins by 45-150 Basis Points

An unprecedented “super cycle” of storage chips is sweeping through the global technology hardware industry, casting a shadow over the profit outlook for personal computer (PC) and server manufacturers. According to reports from Wind Trading Desk, Morgan Stanley warned in a report released on November 16 that the uncontrolled surge in storage chip prices will … Read more

November 11 Report: AI Chip Price Increases Spread to Storage, US Chip Stocks Sold Off, A-Share Sci-Tech 50 Index Strengthens

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November 11 Report: AI Chip Price Increases Spread to Storage, US Chip Stocks Sold Off, A-Share Sci-Tech 50 Index Strengthens

1. Focus on November 6: Intensifying AI Chip Competition and Booming Storage Chip Market Google Challenges NVIDIA: Reports indicate that Google will launch a new generation of AI chip, TPU Ironwood, which is said to have a fourfold performance increase and has secured a large order from AI company Anthropic. This move directly targets the … Read more