P Equity Research 📰(@pequityresearch):J.P. Morgan: custom silicon workload from frontier labs have potential to contribute to much higher memory demand as they rely more on their own chips and less on datacenter capacity leasing. $MU $DRAM $EWY $SKHY

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P Equity Research 📰@pequityresearch

2026.09.24 20:11

J.P. Morgan: custom silicon workload from frontier labs have potential to contribute to much higher memory demand as they rely more on their own chips and less on datacenter capacity leasing. $MU $DRAM $EWY $SKHY