Long-term Value InvestorThe three major DRAM manufacturers are all expanding the production of HBM (High Bandwidth Memory) chips (AI memory), which has prompted Applied Materials to urgently increase its production capacity. Orders from Applied Materials have already filled the factories of its Taiwanese contract manufacturing partner, Foxsemicon, until the second quarter of next year, and the order intensity is expected to continue until 2025.$Applied Materials(AMAT.US)$Micron Tech(MU.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
