#high-bandwidth memory

3 stories

#business #memory chips #ai infrastructure #ai spending #broadcom #chip stocks #custom silicon #data center #dram #earnings guidance #foundry business #hbm

Micron at $927: A Hold, Not a Buy
Micron's stock has surged 489% in a year, but peak margins and AI spending uncertainty make waiting the smarter move.
Yahoo Finance · 2m
3 chip stocks poised for AI boom
Broadcom, Micron, and Marvell raised guidance as hyperscalers accelerate AI infrastructure spending.
Yahoo Finance · 2m
Intel and SK Hynix eye U.S. chip manufacturing partnership
The South Korean memory giant is exploring making chips at Intel's Ohio facility, potentially through a lease or joint venture.
CNBC · 1m · 5 views