
Jensen Huang's keynote at CES 2026 reignited market enthusiasm for memory. In the Rubin architecture, higher DDR and NAND content vs. Blackwell is fueling another rally in memory stocks.
Investor focus...$Sandisk(SNDK.US) A simple analogy: Imagine a chef working on a tiny cutting board (HBM). Every time a customer adds a request—"No onions... Wait, add onions... Now make it vegetarian... And add a sid...
Fueled by AI demand, the memory upcycle that started in HBM has extended into mainstream DRAM/NAND. Using MU as an example, sustained ASP hikes have pushed GPM to elevated levels.
Management guided nex......We simulated an extreme scenario with Gemini: if the U.S. returns to Monroe Doctrine 2.0 and all South American countries align with the U.S., what core raw material supply blockades (potential) would...
Micron won an NT$4.7 billion grant (US$150 million) from Taiwan for a 3-year NT$11.75B research project on AI memory chips (HBM High Bandwidth Memory), media report. It’s Micron’s 2nd R&D grant from T.........







