US EditionAlphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade) (SNDK)
Google's TurboQuant reduces AI memory needs by 6x for inference, causing a sharp drop in memory stocks while Sandisk remains resilient due to steady SSD demand.
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7 Articles
Business Insider
The New York LedgerMemory stocks have tanked, but BofA says the sharp sell-off is overdone
Bloomberg/Getty ImagesMemory stocks have sold off, with the latest dip coming after an announcement from Google this week. Bank of America said the sell-off is overdone and that robust AI capex is a bullish indicator.The analysts flagged Micron stock, which is trading at the low end of its historic valuation.Memory stocks have had a rough week with several names, like Micron, seeing double-digit declines. Yet, Bank of America analysts told clien…
Dear readers of Digital Daily Semiconductor Radar, <Semiconductor Radar>, having worked hard this week, brings you the issues regarding semiconductor materials, parts, and equipment. In <Semiconductor Radar>, the topics you must not miss this week...
The prices of RAM and storage affect the PC, but also the consoles like PS5 and Xbox Series XS. What is causing it? AI. But still asking for images, don't cut yourself.The funny thing is that, in the middle of all that, Google has a new compression algorithm that promises to reduce up to 6 times the memory consumption.It's called TurboQuant and the actions of RAM manufacturers have already fallen, perhaps as a result of this; or maybe not, as th…
Google’s New Chip Trick Has Wall Street Panicking—But Bank of America Says Chill Out
So Google dropped some fancy compression tech this week called TurboQuant, and the market basically had a meltdown. Memory stocks like Micron, SanDisk, and Western Digital got absolutely hammered—we’re talking double-digit losses. The fear? That Google just made memory chips way less necessary for AI, which would be a real problem for companies that have been riding the AI boom like it’s a rocket ship. Here’s what happened: Google announced that…
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