Strong Buy with $1,673 target as tight DRAM/NAND supply and agentic AI adoption boost revenue/EPS. See more details here.

And just post the sale of Domain, in January, we announced some changes to our portfolio, selling the radio business, selling our regional business and the acquisition of QMS. We've also just recently ...

Expanding AI capacity is not just a matter of software or chip design; it has become a manufacturing and industrial undertaking. Advanced chip packaging has emerged as the most tightly constrained ...