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Bank of America: The storage industry is increasingly resembling "chip foundry" -- with weaker cyclicality and higher profit margins.

Bank of America: The storage industry is increasingly resembling "chip foundry" -- with weaker cyclicality and higher profit margins.

Bank of America Securities’ latest research report points out that the global memory chip industry’s business model is increasingly resembling the foundry chip industry, showing “foundry-like” characteristics of weakening cyclicality, stabilizing prices, and continually rising profit margins. This transformation is supported by multiple factors: since early 2026, spot prices
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The United States will temporarily not impose tariffs on "critical minerals". JPMorgan: Silver has held up for now, but the risk of a pullback is significant; this is an opportunity for gold.

The United States will temporarily not impose tariffs on "critical minerals". JPMorgan: Silver has held up for now, but the risk of a pullback is significant; this is an opportunity for gold.

J.P. Morgan’s latest research report indicates that the 232 key minerals executive order adopts a relatively mild regulatory stance, and has not yet imposed tariffs on precious metals such as silver. This policy environment is positive for the market. The bank maintains a strong bullish outlook for gold,
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"Father of HBM": The commercialization of high bandwidth flash (HBF) is progressing faster than expected, and it may be integrated into GPUs within 2-3 years, with a market size expected to surpass HBM.

"Father of HBM": The commercialization of high bandwidth flash (HBF) is progressing faster than expected, and it may be integrated into GPUs within 2-3 years, with a market size expected to surpass HBM.

The commercialization process of High Bandwidth Flash (HBF) is accelerating, and this new storage technology, regarded as the "NAND version of HBM," is expected to be implemented earlier than anticipated. Professor Kim Joungho of KAIST, known as the "Father of HBM," recently revealed that Samsung Electronics
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