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on: Last Sunday
by: George Steinberg

The HBM Gamble: Micron vs. the Korean Giants

73

High Bandwidth Memory (HBM) is vital for AI. Micron competes with Samsung and SK Hynix, leveraging power efficiency and US strategic support.

on: Last Thursday
by: George Steinberg

The AI Bubble Bursts: Understanding the CapEx Trap

14

The AI sector faces a correction due to a CapEx trap, shifting the industry from massive LLMs toward more efficient, task-specific Small AI.