Benzinga
@Benzinga
Financial News, Data & Education 💸
参加 June 2009
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TrendForce says memory could take 68% of AI hyperscaler capex by 2027, up from 47% this year.
That puts Micron ($MU) in focus as DRAM, NAND and HBM prices surge, even with the stock still 26% below its June high.
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