Samsung's profits fell by 39 percent this quarter due to weak demand for AI chip memory, deepening investor concerns about its competitive position in the HBM market.
This Hidden AI Stock Is Up 100% in 2 Months. Did You Miss the Boat?
Micron Technology has seen a 111% stock increase since April, fueled by soaring demand for HBM memory products critical for AI-driven applications, especially data centers.
The network is indeed trying to become the computer
Moore's Law is no longer driving exponential increases in performance, pushing AI workloads to require high-bandwidth memory and parallel compute, now at an exorbitant cost.