#hbm-memory

[ follow ]
#semiconductors #ai-infrastructure #micron-technology #data-centers-and-power #inference-and-agentic-ai
Artificial intelligence
from24/7 Wall St.
1 day ago

What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

AI infrastructure demand is accelerating despite grid, copper, and packaging constraints, with memory—especially HBM—emerging as the key bottleneck.
Tech industry
from24/7 Wall St.
3 days ago

NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

NVIDIA chip revenue could reach $2–$3 trillion by 2027, but wafer supply from Taiwan Semiconductor limits growth and prevents AI capex from becoming a bubble.
Business
fromTNW | Samsung
3 days ago

Samsung chip workers offered a $340,000 average bonus as union pushes toward $1m and an 18-day strike

Samsung offered chip workers an average $340,000 bonus, but union members demand about $1 million and plan a potentially record 45,000-person walkout.
from24/7 Wall St.
4 days ago

The Memory Pricing Cycle That Could Crush This AI ETF Before Year-End

DRAM is concentrated by design. The top three holdings, Samsung Electronics at 25%, SK hynix at 24%, and Micron Technology at 24%, account for 73% of net assets. The remaining sleeve spreads across Kioxia, Sandisk, Western Digital, Seagate, Nanya, and Winbond. Geographically, 49% of the fund sits in South Korea, 38% in the United States, and 6% in Taiwan. The expense ratio is 0.7%, and total net assets remain small at about $250,000, which means trading liquidity will be a real consideration for larger positions.
Business
#micron-technology
Tech industry
from24/7 Wall St.
1 week ago

BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

Bank of America raised Micron’s price target to $950, citing a larger 2030 AI data center TAM and HBM demand tied to AI accelerator systems.
Tech industry
from24/7 Wall St.
1 week ago

BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

Bank of America raised Micron’s price target to $950, citing a larger 2030 AI data center TAM and HBM demand tied to AI accelerator systems.
more#micron-technology
Apple
from24/7 Wall St.
2 weeks ago

Apple dominated the 2026 chip war. Google's partners are left to buy scraps

Apple secured major 2nm and HBM supply for 2026 AI hardware, while Alphabet relies on remaining capacity and higher-cost memory options.
Apple
from24/7 Wall St.
2 weeks ago

The 2026 Chip War Is Already Over and Apple Dominated

Apple secured scarce 2nm capacity and sold-out HBM memory, using financial strength to outcompete rivals for advanced silicon supply.
[ Load more ]