Supply, Demand & AI Super Cycle: Powerhouses Behind Storage Chip Surges
Schwab Network · Schwab Network
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Show Notes
David Fetherstonhaugh believe high-bandwidth memory is the real powerhouse driving the AI super cycle. Companies like SK Hynix and Micron (MU), along with their supply constraints, have become a critical focus behind the tech trade for that very reason. David makes the distinction between demand-driven and user-driven cycles to storage chips and how each play a part in memory chip stocks' substantial rallies.
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