Lin
@Speculator_io
Speculator & Investor since 2013 | Engineer & VC | Future Optimist | Here to help you make better investment decisions
가입 May 2020
444 팔로잉 중 139.5K 팬
There are only 3 companies in the world producing HBM every AI company depends on.
Three. That's it.
Since this post a year ago:
$MU +864.10%
SK Hynix +709.18%
Samsung Electronics +395.66%
Don't overcomplicate it.
더 보기
The High-Bandwidth Memory (HBM) Network
1. HBM Suppliers
$MU $HXSCL (SK Hynix) $SSNLF (Samsung)
2. ASIC Designers
$AVGO $MRVL Alchip GUC
3. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META
더 보기
