Micron and Nike: How These Companies Benefit from Lower Tariffs!

The rapprochement between the USA and China in the trade dispute, as well as the reduction of tariffs in the coming days, benefits several companies. Two of them are Micron and Nike. The AI race will continue, boosting demand for HBM at Micron (MU). In the last quarter, HBM revenue grew by 50% sequentially to already reach $1 billion. Micron considers itself a technology leader with its 1-beta DRAM technology and is expanding it with the introduction of the 1-gamma node. It is important to note that the market is likely to see better demand for...