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Huawei has hiked prices for its Ascend 950DT AI accelerators by 60% to match Nvidia's B200, driven by soaring demand and severe high-bandwidth memory shortages that are causing production bottlenecks…
Both Western Digital and Sandisk are benefiting from Samsung's memory shortage forecast. However, Western Digital's recovery is supported by strong earnings guidance and customer agreements, while Sa…
Apple delivered a strong holiday quarter with 23% iPhone revenue growth and 38% China sales increase. Supply constraints and memory shortages may limit near-term gains, but robust demand and stable m…