Harlan Sur

mentions 2 type Person feed RSS

// recent coverage 2 mentions

17:58

2026-08-17

cryptonews.net

artificial-intelligence

Samsung, SK Hynix face fresh repricing after SanDisk’s stunning 80% forecast

SanDisk's investor day forecast of mid- to high-teens revenue growth from fiscal 2028 through 2030, with non-GAAP gross margins near 80% and operating margins near 75%, is prompting analysts to reasse…

12:15

2026-06-29

cryptobriefing.com

ai-chips

JPMorgan addresses Broadcom TPU v9 program schedule amid delay fears

JPMorgan analyst Harlan Sur reaffirmed that Broadcom's TPU v9 chip for Google remains on schedule for 2028 production, raising Broadcom's price target to $580 amid recent delay fears. The 2nm ASIC pro…

// co-occurs with top 8 entities

JPMorgan 2 SanDisk 1 Samsung Electronics 1 SK Hynix 1 Morgan Stanley 1 Joseph Moore 1 Macquarie Capital 1 Broadcom 1

// topics top 6 topics

ai infrastructure 2 ai chips 2 artificial intelligence 1 ai products 1 ai research 1 large language models 1