Agent Unboxed 07 | Micron has reported, TSMC is up on Thursday: where is the chip cycle now?
Micron's quarterly revenue topped $54.2 billion, up nearly 380% year on year; TSMC reports Q3 on Thursday. How long can memory price hikes last, and how strong is AI chip demand? This issue we take the Semiconductor Analyst to check the clock on the industry. Post a chat screenshot for 288 Task Coins and a shot at a Pro card!




