#micron — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #micron, aggregated by home.social.
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>>Micron and SK Hynix both crossed $1 trillion market cap in the same week, a first for pure-play memory chipmakers.
>>UBS tripled its Micron price target to $1,625, citing long-term HBM supply contracts tied to agentic AI workload expansion.
>>Micron stock has more than tripled year-to-date as agentic AI workloads drive record demand for high-bandwidth memory. "https://aiweekly.co/alerts/micron-hits-1-trillion-on-ai-memory-boom
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📊 Історичний масштаб AI-буму: стратеги Raymond James порівнюють поточний сплеск капітальних витрат на штучний інтелект із найбільшими за останні 150 років. Це означає, що ми перебуваємо не просто в черговому технологічному циклі, а в події, яка за амплітудою інвестицій може перевершити залізниці, електрифікацію чи інтернет-бум.
Паралельно SK Hynix менш ніж за добу приєднався до Micron у клубі $1 трлн капіталізації, а Goldman Sachs підвищив цільовий рівень S&P 500, відкидаючи порівняння з бульбашкою. Ці сигнали підсилюють один одного: ринок оцінює AI не як хайп, а як довгострокову структурну зміну. Водночас Bitcoin опустився на 13-те місце серед найбільших активів, оскільки капітал перетікає в AI та дорогоцінні метали — класична ротація зі спекулятивного інструменту в продуктивні активи.
Для інвестора це нагадування: історичні прецеденти капітальних вибухів зазвичай завершуються корекцією, але ті, хто входить на ранніх етапах і тримає позиції через волатильність, отримують найбільший виграш. Ключове питання — не чи буде спад, а коли і наскільки глибоким він виявиться відносно створеної вартості.
#AI #SP500 #Micron #SKHynix #GoldmanSachs #Bitcoin #КапітальніВитрати #Інвестиції
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📊 Історичний масштаб AI-буму: стратеги Raymond James порівнюють поточний сплеск капітальних витрат на штучний інтелект із найбільшими за останні 150 років. Це означає, що ми перебуваємо не просто в черговому технологічному циклі, а в події, яка за амплітудою інвестицій може перевершити залізниці, електрифікацію чи інтернет-бум.
Паралельно SK Hynix менш ніж за добу приєднався до Micron у клубі $1 трлн капіталізації, а Goldman Sachs підвищив цільовий рівень S&P 500, відкидаючи порівняння з бульбашкою. Ці сигнали підсилюють один одного: ринок оцінює AI не як хайп, а як довгострокову структурну зміну. Водночас Bitcoin опустився на 13-те місце серед найбільших активів, оскільки капітал перетікає в AI та дорогоцінні метали — класична ротація зі спекулятивного інструменту в продуктивні активи.
Для інвестора це нагадування: історичні прецеденти капітальних вибухів зазвичай завершуються корекцією, але ті, хто входить на ранніх етапах і тримає позиції через волатильність, отримують найбільший виграш. Ключове питання — не чи буде спад, а коли і наскільки глибоким він виявиться відносно створеної вартості.
#AI #SP500 #Micron #SKHynix #GoldmanSachs #Bitcoin #КапітальніВитрати #Інвестиції
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📊 Історичний масштаб AI-буму: стратеги Raymond James порівнюють поточний сплеск капітальних витрат на штучний інтелект із найбільшими за останні 150 років. Це означає, що ми перебуваємо не просто в черговому технологічному циклі, а в події, яка за амплітудою інвестицій може перевершити залізниці, електрифікацію чи інтернет-бум.
Паралельно SK Hynix менш ніж за добу приєднався до Micron у клубі $1 трлн капіталізації, а Goldman Sachs підвищив цільовий рівень S&P 500, відкидаючи порівняння з бульбашкою. Ці сигнали підсилюють один одного: ринок оцінює AI не як хайп, а як довгострокову структурну зміну. Водночас Bitcoin опустився на 13-те місце серед найбільших активів, оскільки капітал перетікає в AI та дорогоцінні метали — класична ротація зі спекулятивного інструменту в продуктивні активи.
Для інвестора це нагадування: історичні прецеденти капітальних вибухів зазвичай завершуються корекцією, але ті, хто входить на ранніх етапах і тримає позиції через волатильність, отримують найбільший виграш. Ключове питання — не чи буде спад, а коли і наскільки глибоким він виявиться відносно створеної вартості.
#AI #SP500 #Micron #SKHynix #GoldmanSachs #Bitcoin #КапітальніВитрати #Інвестиції
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Storage crisis: SK Hynix and Micron now worth one trillion US dollars
The enormous demand for memory chips continues to drive up the share prices of manufacturers. Both SK Hynix and Micron are now worth one trillion US dollars.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Storage crisis: SK Hynix and Micron now worth one trillion US dollars
The enormous demand for memory chips continues to drive up the share prices of manufacturers. Both SK Hynix and Micron are now worth one trillion US dollars.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Storage crisis: SK Hynix and Micron now worth one trillion US dollars
The enormous demand for memory chips continues to drive up the share prices of manufacturers. Both SK Hynix and Micron are now worth one trillion US dollars.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Storage crisis: SK Hynix and Micron now worth one trillion US dollars
The enormous demand for memory chips continues to drive up the share prices of manufacturers. Both SK Hynix and Micron are now worth one trillion US dollars.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Storage crisis: SK Hynix and Micron now worth one trillion US dollars
The enormous demand for memory chips continues to drive up the share prices of manufacturers. Both SK Hynix and Micron are now worth one trillion US dollars.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Speicherkrise: SK Hynix und Micron jetzt eine Billion US-Dollar wert
Die enorme Nachfrage nach Speicher-Chips treibt die Aktienkurse der Hersteller weiter. Sowohl SK Hynix als auch Micron sind nun eine Billion US-Dollar wert.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Speicherkrise: SK Hynix und Micron jetzt eine Billion US-Dollar wert
Die enorme Nachfrage nach Speicher-Chips treibt die Aktienkurse der Hersteller weiter. Sowohl SK Hynix als auch Micron sind nun eine Billion US-Dollar wert.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Speicherkrise: SK Hynix und Micron jetzt eine Billion US-Dollar wert
Die enorme Nachfrage nach Speicher-Chips treibt die Aktienkurse der Hersteller weiter. Sowohl SK Hynix als auch Micron sind nun eine Billion US-Dollar wert.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Speicherkrise: SK Hynix und Micron jetzt eine Billion US-Dollar wert
Die enorme Nachfrage nach Speicher-Chips treibt die Aktienkurse der Hersteller weiter. Sowohl SK Hynix als auch Micron sind nun eine Billion US-Dollar wert.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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Speicherkrise: SK Hynix und Micron jetzt eine Billion US-Dollar wert
Die enorme Nachfrage nach Speicher-Chips treibt die Aktienkurse der Hersteller weiter. Sowohl SK Hynix als auch Micron sind nun eine Billion US-Dollar wert.
#Börse #Finanzen #IT #KünstlicheIntelligenz #Micron #Hynix #Speicher #Wirtschaft #news
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https://www.europesays.com/news/33084/ MU Stock Draws Investor Cheer After UBS’ New Price Target Implies 100% Upside From Current Levels – What’s Driving The Analyst Optimism? #Headlines #micron #News #PriceTarget #StructuralChanges #TopStories
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https://www.europesays.com/ch/72163/ MU Stock Draws Investor Cheer After UBS’ New Price Target Implies 100% Upside From Current Levels – What’s Driving The Analyst Optimism? #Micron #PriceTarget #StructuralChanges #UBS
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Eventually, you will end up with a thin-client that connects to an #AI-powered virtual machine on the locud.
https://www.youtube.com/watch?v=zyQwAhppWj8
It will _look_ like your PC, and will _perform_ like your PC. It will not be *your* PC.
The sooner the AI bubble explodes, the better. Until then, expect #CoolerMaster, #MSI, #Corsair, and others to move into the AI market, like #Micron did with #Crucial.
#AI #ArtificialIntelligence #Computers #Computer #PC #PCGaming #PCHardware #PCMarket #GamersNexus #Video
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Eventually, you will end up with a thin-client that connects to an #AI-powered virtual machine on the locud.
https://www.youtube.com/watch?v=zyQwAhppWj8
It will _look_ like your PC, and will _perform_ like your PC. It will not be *your* PC.
The sooner the AI bubble explodes, the better. Until then, expect #CoolerMaster, #MSI, #Corsair, and others to move into the AI market, like #Micron did with #Crucial.
#AI #ArtificialIntelligence #Computers #Computer #PC #PCGaming #PCHardware #PCMarket #GamersNexus #Video
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Eventually, you will end up with a thin-client that connects to an #AI-powered virtual machine on the locud.
https://www.youtube.com/watch?v=zyQwAhppWj8
It will _look_ like your PC, and will _perform_ like your PC. It will not be *your* PC.
The sooner the AI bubble explodes, the better. Until then, expect #CoolerMaster, #MSI, #Corsair, and others to move into the AI market, like #Micron did with #Crucial.
#AI #ArtificialIntelligence #Computers #Computer #PC #PCGaming #PCHardware #PCMarket #GamersNexus #Video
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Eventually, you will end up with a thin-client that connects to an #AI-powered virtual machine on the locud.
https://www.youtube.com/watch?v=zyQwAhppWj8
It will _look_ like your PC, and will _perform_ like your PC. It will not be *your* PC.
The sooner the AI bubble explodes, the better. Until then, expect #CoolerMaster, #MSI, #Corsair, and others to move into the AI market, like #Micron did with #Crucial.
#AI #ArtificialIntelligence #Computers #Computer #PC #PCGaming #PCHardware #PCMarket #GamersNexus #Video
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Eventually, you will end up with a thin-client that connects to an #AI-powered virtual machine on the locud.
https://www.youtube.com/watch?v=zyQwAhppWj8
It will _look_ like your PC, and will _perform_ like your PC. It will not be *your* PC.
The sooner the AI bubble explodes, the better. Until then, expect #CoolerMaster, #MSI, #Corsair, and others to move into the AI market, like #Micron did with #Crucial.
#AI #ArtificialIntelligence #Computers #Computer #PC #PCGaming #PCHardware #PCMarket #GamersNexus #Video
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Is Micron Technology Stock Destined to Join the Trillion-Dollar Club This Year?
Key Points Despite experiencing a huge rally, the stock trades at a low forward earnings multiple. An ongoing…
#UnitedStates #US #USA #america #memoryproducts #Micron #science #stocktrades #technology #unitedstatesofamerica
https://www.europesays.com/3017014/ -
https://www.europesays.com/ie/502299/ Missed Out on the Initial AI Rally? These 3 AI Stocks Are Just Getting Started. #AI #ArtificialIntelligence #ArtificialIntelligence #Éire #IE #Ireland #MetaPlatforms #Micron #Nvidia #Technology
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Micron, DDR4 üretimini 4 kat artırıyor! 🚀 AI çılgınlığı RAM krizi yarattı, otomotiv ve savunma sektörleri için kritik bir adım. Teknoloji dünyasında dengeler değişiyor.
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US Top News and Analysis | Beware the boom and bust cycle of memory stocks, investors warn amid AI boom
AI generated summary, Read the full article for complete information.
The article warns that despite the recent surge in memory‑chip stocks—driven by AI‑related demand and the rollout of high‑bandwidth memory (HBM)—investors should remain cautious because the sector’s historic boom‑and‑bust cycle is still a risk. Samsung, SK Hynix, Micron and SanDisk have seen shares soar this year, but analysts note that supply remains constrained, that new compression technology such as Google’s TurboQuant could sharply cut demand, and that the high valuations assume prolonged price strength and disciplined spending. South Korea’s market is especially vulnerable, with memory makers accounting for more than half of the KOSPI, prompting some advisors to recommend profit‑taking and broader diversification, while others remain bullish on the Korean giants. Overall, the article stresses that the memory industry’s perceived structural shift may be temporary and that investors should temper optimism with the sector’s historically volatile nature.
Read more: https://www.cnbc.com/2026/05/25/memory-stocks-cyclical-boom-bust-samsung-sk-hynix.html
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://www.europesays.com/ch-fr/141251/ Adata, TeamGroup et Micron lèvent 880 millions de dollars pour la NAND et la DRAM alors que la pénurie menace #Adata #demandé… #DRAM #flash #InformationsSurDesOrdinateursPortatifs #inventaire #Mémoire #Micron #modules #NAND #nouvelles #offre #pénurie #prix #Puces #rapport #revenus #revues #Science #ScienceAndTechnology #Sciences #SciencesEtTechnologies #SemiConducteurs #SSD #Stock #stockage #Suisse #Taïwan #TeamGroup #Technologies #Technology #test
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“The unions will lawfully enter a general strike tomorrow as scheduled,” he said. “We also make clear that we will not stop efforts to reach an ...#chipmakingindustry #compulsoryarbitrationmeasures #corporatenegotiations #DeviceSolutionsdivision #DRAMpricesincrease #emergencyarbitrationofindustrialaction #foundryandchipdesignbusinesses #labordispute #laborunions #memorychipdemand #Micron #nationaleconomyimpact #NationalLaborRelationsCommission #performancebonuses #performance-basedcompensationprinciples #samsungelectronics #SamsungElectronicsstrike #semiconductorsupplydisruption #SKhynix #strike-inducedlosses #SuwonDistrictCourtruling #workerwalkout #korea #southkorea #news #northkorea #thekoreatimes #koreatimes #koreatimes #koreannewsinenglish #seoul
[BREAKING] Samsung unions to go on strike Thursday as talks collapse again - The Korea Times -
https://www.europesays.com/ch/?p=66631 UBS offers autocallable notes linked to Micron #AMUB #ContingentCoupon #MaturityMay2028 #Micron #StructuredNotes #TriggerAutocallable #UBS
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https://www.europesays.com/ro/180324/ Micron lansează module de RAM de 256GB DDR5 RDIMM pentru AI, la scurt timp după retragerea din piața consumer #CrizaDeMemorie #crucial #ddr5 #micron #ram #RO #Română #Romania #Romanian #Technology #tehnologie
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PC Gamer: While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI servers https://www.pcgamer.com/hardware/memory/while-i-can-barely-find-two-sticks-of-16-gb-to-rub-together-micron-unveils-a-256-gb-memory-module-destined-for-ai-servers/
AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs https://www.pcgamer.com/hardware/processors/amd-now-owns-38-1-percent-of-the-overall-x86-cpu-market-according-to-new-research-but-actually-lost-ground-in-desktop-pcs/ #AMD #Micron
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PC Gamer: While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI servers https://www.pcgamer.com/hardware/memory/while-i-can-barely-find-two-sticks-of-16-gb-to-rub-together-micron-unveils-a-256-gb-memory-module-destined-for-ai-servers/
AMD now owns 38.1% of the overall x86 CPU market according to new research but actually lost ground in desktop PCs https://www.pcgamer.com/hardware/processors/amd-now-owns-38-1-percent-of-the-overall-x86-cpu-market-according-to-new-research-but-actually-lost-ground-in-desktop-pcs/ #AMD #Micron
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https://www.europesays.com/news/28272/ Elon Musk, Jensen Huang Join Air Force One for Trump’s Trip to China #AirForce #Alaska #Boeing #China #ElonMusk #Headlines #JensenHuang #KellyOrtberg #micron #News #NvidiaCeo #OtherBusinessLeader #post #StephenSchwarzman #tesla #TopStories #trip #trump
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TradingKey - On May 21, 61000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote.
TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.#samsung #strike #skhynix #SamsungsLargestStrike #SamsungStrike #micron #sharing
Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits? -
TradingKey - On May 21, 61000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote.
TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.#samsung #strike #skhynix #SamsungsLargestStrike #SamsungStrike #micron #sharing
Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits? -
TradingKey - On May 21, 61000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote.
TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.#samsung #strike #skhynix #SamsungsLargestStrike #SamsungStrike #micron #sharing
Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits? -
TradingKey - On May 21, 61000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote.
TradingKey - On May 21, 61,000 union members at Samsung Electronics will launch an 18-day general strike, following a 93.1% approval vote. Government mediation between labor and management has collapsed.#samsung #strike #skhynix #SamsungsLargestStrike #SamsungStrike #micron #sharing
Samsung’s Largest Strike in History: Can SK Hynix and Micron Sit Back and Reap the Benefits? -
„Kosten einer Niere“: Micron bemustert DDR5-RDIMM-9200 mit 256 GB pro Modul https://www.computerbase.de/news/arbeitsspeicher/kosten-einer-niere-micron-bemustert-ddr5-rdimm-9200-mit-256-gb-pro-modul.97340/ #semiconductor #Micron $MU
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Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry
AI generated summary, Read the full article for complete information.
President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.
#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman
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Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry
AI generated summary, Read the full article for complete information.
President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.
#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman
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Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry
AI generated summary, Read the full article for complete information.
President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.
#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman
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Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry
AI generated summary, Read the full article for complete information.
President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.
#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman
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Observer | 16 Business Leaders to Join Trump on High-Stakes China Trip, With Notable Absences by Rachel Curry
AI generated summary, Read the full article for complete information.
President Donald Trump is set to travel to Beijing for a two‑day summit with Chinese President Xi Jinping, accompanied by a delegation of 16 top U.S. executives from technology, finance and manufacturing, including Apple CEO Tim Cook, Tesla and SpaceX founder Elon Musk, BlackRock’s Larry Fink and CEOs of Qualcomm, Micron, Boeing, Goldman Sachs and others. The visit comes amid heightened U.S.–China tensions over trade, AI, semiconductor exports, Taiwan, fentanyl trafficking and the broader geopolitical fallout of the Iran war, and signals the growing role of corporate America in diplomatic negotiations as firms seek to secure supply‑chain stability and market access. Notable absences were Nvidia’s Jensen Huang, OpenAI’s Sam Altman and Cisco’s Chuck Robbins, while the delegation is expected to discuss potential new “boards of investment” and “boards of trade” and address specific corporate interests such as Tesla’s approval for its full‑self‑driving technology and Boeing’s pursuit of a major Chinese aircraft order.
#DonaldTrump #XiJinping #ElonMusk #TimCook #LarryFink #Tesla #SpaceX #Apple #BlackRock #Boeing #Blackstone #BrianSikes #business #cargill #ChuckRobbins #Cisco #citi #coherent #CristianoAmon #DavidSolomon #DinaPowellMcCormick #finance #geaerospace #GoldmanSachs #illumina #JacobThaysen #JaneFraser #JensenHuang #JimAnderson #KellyOrtberg #larryculp #Mastercard #Meta #MichaelMiebach #micron #Nvidia #OpenAI #policy #Qualcomm #RyanMcInerney #SamAltman #SanjayMehrotra #StephenSchwarzman #technology #trade #visa #CristianoAmon #SanjayMehrotra #JensenHuang #ChuckRobbins #SamAltman
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory