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Pelham Smithers
  • Pelham Smithers

PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...

Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.

Cummins Inc: 2 directors

A director at Cummins Inc sold after exercising options 4,985 shares at 356.208USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the l...

 PRESS RELEASE

Micron Introduces World’s Fastest, Most Energy Efficient 60TB SSD

Micron Introduces World’s Fastest, Most Energy Efficient 60TB SSD The industry’s first E3.S 60TB SSD, the Micron ION 6550 delivers best-in-class energy efficiency at up to 67% more density per rack for exascale data centers BOISE, Idaho, Nov. 12, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced it has begun qualification of the 6550 ION NVMe™ SSD with customers. The Micron 6550 ION is the world’s fastest 60TB data center SSD and the industry’s first E3.S and PCIe Gen5 60TB SSD.1 It follows the success of the award-winning 6500 ION and is engineered to provi...

Pierre FerraguÊ
  • Pierre FerraguÊ

Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, ...

As always, during earnings season, we wrap-up what happened in the previous week.

Pelham Smithers
  • Pelham Smithers

PSA Techonolgy / Semiconductors: Kioxia IPO Back On

With the Kioxia IPO back on, Pelham Smithers reviews the NAND market and the implications for this long-awaited listing to see the light of day.

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold/sold after exercising options 40,000 shares at 420.358USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direct...

Pierre FerraguÊ
  • Pierre FerraguÊ
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