The Memory Chip Tsunami: Micron Profiting Massively from the HBM Boom and Price Rally.

The stock of Micron is currently among the favorites in the AI infrastructure sector. The next breakout in the stock could soon approach its 52-week high. What’s behind this? AI Boom Requires Much HBM The semiconductor industry is poised for a profound upheaval, ushering in a new era of scarcity and massive price increases. The main driver of this development is the tremendous global investment in AI. The demand for high-performance memory chips for training and inference of AI models has overwhelmed the production capacities of manufacturers....