AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ

kept by eddie may 01

Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.

The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.
also on Micron Technology, Samsung, #hardware, #ai
Average DRAM price in USD over last 18 months
Average DDR4 and DDR5 RAM prices have spiked sharply over the past 18 months, with many configurations at or near all-time highs.
also on SK Hynix, Samsung, #hardware, #ai
Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on SK Hynix, #semiconductors, Nvidia
Rally in chip stocks becomes the most hated in history. Here's the data
Traders have piled into put options on the VanEck Semiconductor ETF to record levels, signaling hedging or bearish sentiment amid the stock rally.
also on Micron Technology
The RAM Shortage Comes for Us All
AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.
also on Samsung, Nvidia, #hardware, #ai