NVDA - Micron readies for growth as AI accelerates memory demand: Barclays
2024-05-13 09:35:14 ET
"The industry has consolidated to three major players in DRAM and MU feels like they are now a technology leader with a materially better balance sheet," O'Malley added. "Then there is AI with HBM, which will reduce the commoditization of memory as parts are made to spec and thus qualification is much more difficult and nuanced."...
Micron readies for growth as AI accelerates memory demand: Barclays