bullish
Why HBM is the Hottest Thing in Memory
625 Views04 Mar 2024 10:11
How a new memory technology is transforming the industry. Investing in semiconductors can be pretty simple if you let it be.
Boomeranged on Fri, 22 Mar 2024 01:38
Micron's earnings is just a rehash of what I already talked about.
Memory pricing increase is driven by HBM shifting the mix of investment there, increasing price because supply growth is much lower than expected.
All the reports on SK today are literally rehashing the dynamic I already talked about 2 weeks ago.
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- Micron. So Long Legacy & Hello There HBM, Data Center & Leading Edge25 Dec 2024
- Micron and WFE27 Sep 2024
- ChatGPT o1 (Strawberry) and Memory18 Sep 2024
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