Aehr Test Systems Bags $6 Million Follow-On Order
Aehr Test Systems received $6M in follow-on orders for AI chip testing systems. Read the latest on AEHR stock and market trends.
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Western Digital Corp. shares gain ground alongside broader technology strength as AI inference workloads accelerate enterprise storage demand.
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Aehr Test Systems received $6M in follow-on orders for AI chip testing systems. Read the latest on AEHR stock and market trends.
Nicholas Mugalli says Samsung, not China, is the bigger memory-chip threat for Micron and SanDisk investors as supply fears rise.
Micron and Sandisk are potentially breaking the cyclical pattern of the memory chip industry by signing long-term contracts with major customers that lock in pricing through 2030-2031. These strategic agreements reduce commodity-like pricing volatility, particularly in DRAM and HBM markets, which could lead to significant stock repricing as investors begin valuing them like regular tech stocks rather than cyclical businesses.
The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffer dot-com-era drops and Bank of America sees a Cisco echo.
The Nasdaq 100 fell 1.5% at midday Friday as memory chips and AI-debt names sold off, while Fed Chair Warsh declined to rule out an October hike after hot CPI and PPI. WTI held near $96, the 10-year yield hovered around 5.1%, gold bounced toward $4,200 and bitcoin traded near $81,300.
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