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Why HBM is the Hottest Thing in Memory
747 Views04 Mar 2024 02:11
How a new memory technology is transforming the industry. Investing in semiconductors can be pretty simple if you let it be.
Boomeranged on Thu, 21 Mar 2024 17:38
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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