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and China Chip Makers Fight for Market Share. There's One Big Loser.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875294","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875294?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:22","pubTimestamp":1788430920,"startTime":"0","endTime":"0","summary":"South Korea's SK Hynix looks to be feeling the pressure as its DRAM market share dropped to 25% from 29% in the preceding quarter. In NAND, Sandisk's market share fell to 11% from 13%.Micron shares were down 0.6% in Wednesday's premarket. American depositary receipts of SK Hynix were falling 2.8% and Sandisk shares were slipping 0.7%.Of course market-share figures don't tell the full story. For one thing, the memory-chip market is growing so fast that there is still massive revenue and profit growth for all the participants even with a dip in share. The DRAM market grew 57% in the second quarter from the prior quarter and NAND grew 70%, Counterpoint said.Another thing to bear in mind is companies are shifting their resources. SK Hynix for example has redirected some of its manufacturing toward high-bandwidth memory, the specialized form of DRAM used in artificial-intelligence hardware, sacrificing some of the broader market for a stronger position in the most valuable future market.Sti","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0323591593.USD","LU1720051108.HKD","LU1316542783.SGD","EMSF","TRFK","LU2403377893.USD","LU0820561818.USD","BK4585","MU","LU0719512351.SGD","COWG","IE00B5949003.HKD","LU2360106780.USD","BK4579","BK4553","LU2750360997.AUD","LU2168564495.EUR","LU1868836591.USD","LU2054465674.USD","BK4554","LU2471134523.USD","MIC","LU2471134796.USD","LU1778281490.HKD","LU2168564065.EUR","BK4532","SNDQ","WUGI","LU0054578231.USD","LU0082616367.USD","LU0096364046.USD","LU0133085943.USD","LU0889566641.SGD","LU0943347566.SGD","LU2089985449.USD","LU2213496289.HKD","LU0820561909.HKD","LU2168564222.USD","LU2471134879.HKD","SNDK","LU1267930813.SGD","LU0889565833.HKD","AIFD","OPTZ","LU2211815571.USD","LU1548497426.USD","AIQ","IE00BSNM7G36.USD","LU0320765059.SGD","LU1323610961.USD","XLK","LU0061475181.USD","IE0009356076.USD","688825","LU1366333091.USD","LU2063271972.USD","LU2471134952.CNY","LU1720051017.SGD","LU0274383776.USD","LU0157215616.USD","FAI","ARTY","LU0109391861.USD","LU1861215975.USD","SCHM","LU1868837136.USD","LU2290526834.HKD","LU1551013425.SGD","LU0640476718.USD","PTF","EFIV","LU1868836757.USD","LU0127658192.USD","FXL","LU0683600562.USD","IE00B19Z3B42.SGD","LU2286300806.USD","TTXU","LU2357627491.SGD","BK4543","GB00BDT5M118.USD","HBMX","LU1868837300.USD","LU1803068979.SGD","LU2250418816.HKD","FSMD","FDTX","LU0417517546.SGD","QQQG","LU0203347892.USD","LU0820562030.AUD","LU1674673428.USD","SGXZ51526630.SGD","LU0238689110.USD","IE00BJLML261.HKD","LU0203345920.USD","BK4141","MUZ","CGGO","BK4512","SG9999001424.SGD","LU1629891620.HKD","SNDC","TMSL","BK4566","LEGR","IE00BK4W5L77.USD","LU2048586759.USD","LU1989764664.SGD","AIS","LU0672654240.SGD","BOBP","LU2931357623.SGD","LU1989764748.USD","CHPX","LU0964807845.USD","LU0792757196.USD","IETC","EGGY","SMU00main","JGRO","IE00BK4W5M84.HKD","LU1674673691.USD","LU1551013342.USD","LU0154236417.USD","CNAV","LU0256863902.USD","LU0787776722.HKD","SNXX","LU2458330169.SGD","BK4170","CHAT","SHOC","LU1861220033.SGD","LU2357305700.SGD","FCUS","MUU","IE0034235303.USD","LU2543165471.USD","LU2896262040.SGD","SGXZ99366536.SGD","RULE","VGT","BK4533","LU0056508442.USD","LU2168564149.EUR","MUYY","IE00BKDWB100.SGD","SCHA","IE0002270589.USD","IE00B7SZLL34.SGD","SNDG","IE000M9KFDE8.USD","WLDR","LU0256863811.USD","LU1145028129.USD","LU1868836914.USD","LU1267930730.SGD","LU1280957306.USD","SGXZ81514606.USD","IE00B1XK9C88.USD","LU0081259029.USD","LU0689472784.USD","LU2756315664.SGD","BK4575","LU0109392836.USD","LU1914381329.SGD","IE00B19Z3581.USD","LU2023250330.USD","LU2168563687.JPY","LU0859254822.USD","USXF","LU2102340556.USD","LU2750360641.GBP","LU2458330243.SGD","LU0963586101.USD","LU0708995401.HKD","LU0210536198.USD","LU2756315318.SGD","LU0642271901.SGD","IE00BWXC8680.SGD","XNTK","IXN","BK4605","SNDU","BK4588","LU2360107168.USD","BK4527","FTEC","LU1852331112.SGD","MUG","BAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664875241","title":"Higher Component Costs Could Lift Prices of iPhone 18","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875241","media":"Dow Jones","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875241?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:21","pubTimestamp":1788430860,"startTime":"0","endTime":"0","summary":"1021 GMT - Apple's push to expand higher-margin AI services could become increasingly important as rising memory costs drive up the price of its upcoming iPhone 18 lineup, according to TrendForce. The research firm says Apple is expected to raise prices of iPhone 18 series by 10% to 20%, as memory costs surge, with memory expenses for the 256GB Pro model nearly 400% higher than a year earlier. While the iPhone 18 Pro models and Apple's first foldable phone are set to feature upgraded processors, cooling systems, cameras and battery life, TrendForce says they lack major breakthrough features. TrendForce expects foldable phones to account for only about 2% of the global smartphone market in 2026, limiting the near-term impact of Apple's first foldable device despite strong consumer 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Hyperscalers' Euro Thirst — Lifeblood or Vampire?: Mike Dolan","url":"https://stock-news.laohu8.com/highlight/detail?id=2664829227","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664829227?lang=en_us&edition=fundamental","pubTime":"2026-09-03 14:00","pubTimestamp":1788415200,"startTime":"0","endTime":"0","summary":"RPT-ROI-US hyperscalers' euro thirst — lifeblood or vampire?: MikeDolanLONDON, Sept 3 (Reuters)-Europe's lagging tech sectorand restless governments face a double threat: U.S. digital giants are not 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Here's What Wall Street Analysts are Saying","url":"https://stock-news.laohu8.com/highlight/detail?id=2664820755","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664820755?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:52","pubTimestamp":1788429175,"startTime":"0","endTime":"0","summary":"Shares in Broadcom fell in premarket trading.Shares in Broadcom dipped more than 2% in premarket trading on Thursday despite topping analysts' expectations for its fiscal third quarter.\"Broadcom is a technology infrastructure powerhouse with unmatched scale and technology capabilities in the industry, securing its leadership positions in a diverse set of end markets,\" analysts at JPMorgan said, adding that although guidance for the November-ending period was in-line with Wall Street consensus, it was possibly below market expectations. The company  sees revenue reaching $34.8 billion in the fiscal fourth quarter, marginally higher than estimates of $34.7 billion.For analysts at Morgan Stanley, headed by Joseph Moore, Broadcom's results were \"impressive,\" but they highlighted some challenges for the stock, including worries over the company's market share in the tensor processing unit sector.Analysts at Cantor, led by C.J. Muse, were also impressed by the report, noting that while they 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to Watch: Snowflake, Broadcom, HPE, Ultragenyx","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878017","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878017?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:30","pubTimestamp":1788427800,"startTime":"0","endTime":"0","summary":"Snowflake : The cloud-storage company reported a narrower quarterly loss, saying AI drove its business. Its stock surged more than 20% ahead of the bell.Broadcom : The company was bullish about demand for its custom chips over the next two years; shares slipped premarket.Hewlett Packard Enterprise : The company's results beat analyst expectations, helped by AI demand. It also lifted its long-term goals; alas, this wasn't enough to boost its shares, which fell around 4% ahead of the bell.Impala Platinum : Higher precious-metal prices gave the South African miner's earnings a boost; its shares climbed.Ultragenyx Pharmaceutical : The pharma company said a drug in its pipeline failed to meet its primary endpoint in a late-stage trial; its stock plunged about 45% ahead of the 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Opinions Are Mixed on These Technology Stocks: Broadcom (AVGO) and NetApp (NTAP)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664873575","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664873575?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:20","pubTimestamp":1788427209,"startTime":"0","endTime":"0","summary":"Analysts have been eager to weigh in on the Technology sector with new ratings on Broadcom (AVGO) and NetApp (NTAP). Broadcom (AVGO) Bernstein 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AI Revenue Guidance Delivers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878576","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878576?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:17","pubTimestamp":1788427020,"startTime":"0","endTime":"0","summary":"0917 GMT - Broadcom's revenue guidance delivered on high expectations given the group's massive estimate for 2028 AI revenue, Bernstein analysts write. The chip design and cloud computing company said its AI revenue would hit $230 billion in 2028, a number that \"should be well ahead of expectations,\" the analysts say. Bearish investors will raise concerns that Google demand will weaken, making frontier AI labs OpenAI and Anthropic Broadcom's largest customers. However, the labs' spending aspirations are dependable, they say, while Broadcom will benefit from being less reliant on just Google. Broadcom shares fall 2.4% 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Slips as Q4 Revenue Outlook Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2664491820","media":"Reuters","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664491820?lang=en_us&edition=fundamental","pubTime":"2026-09-03 16:56","pubTimestamp":1788425762,"startTime":"0","endTime":"0","summary":"BUZZ-Broadcom slips as Q4 revenue outlook below estimates** Broadcom'sAVGO.Oshares down 2.2% to $359.36 in premarket trading** Co raised its long-term AI chip revenueforecastbut provided Q4 revenue outlook below estimates** Co now expects AI chip rev of about $115 bln in fiscal 2027, up from over $100 bln, and sees that doubling to roughly $230 bln in fiscal 2028, citing strong customer demand** \"We see the guidance as credible and believe underlying AI infrastructure demand will continue rising through 2030,\" Morningstar analysts say** AVGO expects Q4 revenue of ~$34.8 billion, compared with analysts' average estimate of $35.03 billion - data compiled by LSEG** Forty-seven analysts rate stock \"buy\" on average; median PT is $525 - data compiled by LSEG** As of last close, stock up 6.1% 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