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Micron Technology (MU.O) shares extended losses, down about 3%. SK Hynix's Nasdaq-listed shares have started trading.
2026-07-10
Micron Technology (MU.O) shares extended losses, down about 3%. SK Hynix's Nasdaq-listed shares have started trading.
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2026-07-10
SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears eleva
SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears elevated and recent CPU growth largely reflects historical catch-up; CPUs still represent far less absolute value in AI servers than GPUs. Patel said large-scale deployment of co-packaged optics (CPO) has been delayed to late‑2028 into 2029, extending the demand window for copper-cable connectors.
2026-07-10
Southbound Stock Connect recorded net outflows of CNY 5.995 billion today. On Shanghai-Hong Kong Stock Connect, Tracker Fund of Hong Kong and Tencent Holdings were net sold HKD 2.812 billion and HKD 1.82 billion respectively; Zhipu was the top net bu
Southbound Stock Connect recorded net outflows of CNY 5.995 billion today. On Shanghai-Hong Kong Stock Connect, Tracker Fund of Hong Kong and Tencent Holdings were net sold HKD 2.812 billion and HKD 1.82 billion respectively; Zhipu was the top net buy at HKD 1.465 billion. On Shenzhen-Hong Kong Stock Connect, Tracker Fund of Hong Kong and Tencent were net sold HKD 1.886 billion and HKD 1.044 billion; Zhipu led net buys at HKD 1.378 billion.
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