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Market Cap
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24h High
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24h Low
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Market Sentiment
Neutral
Euruka-Tech (ERC AI) Basics & Market Insights
Market Analysis
SMIC Shares Surge Over 5%: Can a 25.3% Gross Margin Justify Its High Valuation?SMIC Reports Q2 Revenue of $3.006 Billion, Beats Expectations With Gross Margin at 25.3%; Q3 Margin Guidance Further Raised to 26%-28%. This article breaks down the structural shifts driving simultaneous growth in both sales volume and average selling price. It examines how the spillover demand from AI and rising domestic orders are impacting SMIC’s valuation. Key metrics for ong2026-08-14
SanDisk Soars 455% in 2026: Can $93.9 Billion in Long-Term Contracts Underpin a New AI Storage Thesis?SanDisk (SNDK) surged over 455% in 2026, with Investor Day revealing $93.9 billion in long-term agreements and the HBF sample initiative. This article examines how AI-driven inference is reshaping NAND valuation logic, and highlights the performance delivery risks that investors should monitor amid high expectations.2026-08-14
KOSPI Returns to Bull Market: Why Are Memory Chips Emerging as the New AI Computing Power Driver?The KOSPI has rebounded more than 20% from its July low, returning to bull-market territory, led by memory chip stocks. SanDisk is targeting continued revenue growth through 2030, while SK hynix and Samsung have also posted strong gains.2026-08-14
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