Micron benefits from strong NVIDIA numbers and is on the verge of a possible catch-up scenario

Magnet effect: Nvidia's strong outlook boosts the entire AI infrastructure chain. Catch-up potential: Asian rivals SK Hynix and Samsung are currently performing stronger – this opens up space for Micron to catch up. Capacity constraint: The capacities for AI specialty memory (HBM) at Micron are completely sold out in the long term. The memory chip specialist Micron is massively benefiting from the global expansion of AI infrastructure. As modern Nvidia accelerators rely on high-performance memory, the company is increasingly transforming...