hbm

Give up on heavily investing in Nvidia's "nine major bottlenecks"! This article analyzes the underlying logic behind top AI investors making billions: physical infrastructure such as electricity, HBM, and optical interconnects are the true keys to wealth in AI hardware.

In this wave of AI, capital is clearly more inclined to pay a premium for segments that have real orders, visible supply bottlenecks, and quantifiable profits, which also puts the Crypto AI narrative under more direct scrutiny regarding the certainty of value realization.

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Chip giant Micron Technology's total market value has surpassed $100 billion. It has navigated multiple rounds of industry reshuffling by controlling manufacturing costs and is currently facing a new cycle of competition in the high-end HBM segment, mid-to-low-end market competition, and adjustments in the core Chinese market.

Bitget UEX Daily Report

SK Hynix employees in South Korea received year-end bonuses exceeding 3 million RMB, with insiders revealing a significant disparity in treatment between China and South Korea. The AI storage super cycle may continue to drive up the prices of consumer electronics.