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Intel is expected to October 29 release its earnings after the U.S. market closes Q3; reports compile market expectations and identify server CPU demand,Q4 guidance, and capacity-expansion spending as focal points.
Silicon Data said its LLM Token Index has fallen 52% since late May, while H200, B200, and B300 rental prices among non-hyperscale cloud providers rose over the same period.
Serenity said it has built positions in multiple small listed South Korean semiconductor-related companies and believes some may reach an earnings inflection point driven by AI demand, but did not disclose the specific targets.