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NVIDIA’s Earnings Report Draws Intense Scrutiny: The Rubin Cycle, Rollover Financing, and Forward Market Share - Moomoo

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www.moomoo.com 2026-08-23

MediaTek widens ASIC services as market share surges

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digitimes.com 2026-08-18

Samsung held top market share spot for NAND during Q2; SK Hynix ranked second: Counterpoint - Seeking Alpha

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seekingalpha.com 2026-08-12

According to Counterpoint Research's latest report, Samsung maintained its leading position in the global NAND flash market during Q2 2026, capturing 25% of total shipments. SK Hynix, newly listed on Nasdaq, ranked second with approximately 15% market share, reflecting its growing competitiveness in

NAND flash Semiconductor memory Market share Samsung SK Hynix Storage chips Memory market Semiconductor industry

YMTC Surpasses Micron, Kioxia, and Sandisk in Global Storage Market Share - TechPowerUp

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www.techpowerup.com 2026-08-12

NVIDIA and AMD’s China Market Share to Drop to 10% by 2026 as Domestic Chips Seize 90%, Says Report - Wccftech

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news.google.com 2026-08-10

Will Samsung overtake in HBM market share? As SK hynix grapples with labor disputes, Samsung achieves golden yield for HBM4. - Moomoo

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news.google.com 2026-08-10

Micron Stock Jumps 6% as DRAM Market Share Expands - Yahoo Finance UK

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uk.finance.yahoo.com 2026-08-05

Samsung holds Q2 DRAM lead as Micron nears SK hynix in market share - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-08-04

NAND remains the 'next big thing' in memory after HBM! However, the battle for market share is intensifying, and Kioxia's profits and outlook have fallen short of expectations. - 富途牛牛

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news.futunn.com 2026-07-31

Kioxia, a leading global NAND flash memory manufacturer, reported disappointing earnings that fell short of market expectations, causing a brief decline in its share price. While the company achieved significant growth in the first quarter of fiscal 2026, its operating profit and revenue did not mee

NAND flash Kioxia Semiconductor industry AI data demand Storage chip Market outlook Profit decline Intensifying competition

NAND remains the 'next big thing' in memory after HBM! However, the battle for market share is intensifying, and Kioxia's profits and outlook have fallen short of expectations. - Moomoo

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www.moomoo.com 2026-07-31

Kioxia, a leading global NAND flash memory manufacturer, reported financial results that fell short of market expectations, despite significant revenue and profit growth. The company's operating profit forecast was below consensus, indicating a potential slowdown in NAND price increases. Nevertheles

NAND flash AI data centers Memory chips Kioxia Semiconductor industry Market competition Profit decline Stock volatility

How AMD Captures Significant Market Share From Nvidia - 24/7 Wall St.

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247wallst.com 2026-07-22

In the latest reporting period, both AMD and NVIDIA delivered impressive AI performance, yet their strategic directions diverge significantly. AMD is positioning itself as a credible second-source supplier for hyperscalers, while NVIDIA is expanding its infrastructure on an unprecedented scale, as d

AMD NVIDIA AI chips Data Center Semiconductor Industry Market Share EPYC Instinct

SK Hynix: I'm Selling After A Great Run - Market Share Is The Red Flag (NASDAQ:SKHY) - Seeking Alpha

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seekingalpha.com 2026-07-18

SK Hynix – Strong Buy Based On Fundamentals And Market Share Advantages (NASDAQ:SKHY) - Seeking Alpha

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news.google.com 2026-07-14

Nvidia Stock: Bargain Valuation Already Reflects Lost Market Share, Goldman Says - Barron's

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news.google.com 2026-07-06

Apple plans five iPhone launches to capture market share amid component shortages

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digitimes.com 2026-07-03

$NVIDIA (NVDA.US)$ Burry maintains significant put options, betting that alternative AI chips (like Google's TPU and Amazon's Trainium) will take market share away from Nvidia over time. I am waiting for Burry to close his shorts and maybe then can see this a - Moomoo

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www.moomoo.com 2026-07-01

Renowned investor Michael Burry continues to hold significant put options on NVIDIA, signaling skepticism about the company's long-term prospects in the AI chip market. Burry believes that emerging alternatives such as Google's TPU and Amazon's Trainium may gradually erode NVIDIA's market dominance.

NVIDIA AI chips Semiconductor industry Investment strategy Put options TPU Trainium Market share

Samsung could become HBM market share leader in 2027 - digitimes

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www.digitimes.com 2026-06-29

According to DIGITIMES, Samsung Electronics could overtake SK Hynix to become the global leader in the high-bandwidth memory (HBM) market by 2027, driven by competitive advantages of HBM4 technology. HBM4, the sixth generation of HBM, offers higher bandwidth and lower power consumption, making it cr

High Bandwidth Memory HBM market Samsung Electronics SK Hynix HBM4 technology Sixth-generation HBM DRAM production Semiconductor market

Samsung could become HBM market share leader in 2027

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digitimes.com 2026-06-29

Kevin Cassidy: Micron is comfortable with its market share - CNBC

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www.cnbc.com 2026-06-24

In a recent interview, Kevin Cassidy, a senior executive at Micron Technology, expressed confidence in the company's current market position, emphasizing that its market share in the memory chip sector has reached a satisfactory level. This statement reflects Micron's prudent strategy amid intense c

Semiconductor Industry Memory Chips Market Position Micron Technology Industry Analysis Market Trends Semiconductor Supply Chain Technology Development

Alphabet: Getting Ready To Eat Nvidia's Market Share (Rating Upgrade) (NASDAQ:GOOGL) - Seeking Alpha

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seekingalpha.com 2026-06-23

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