AI chips
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SK Group is the parent company of SK Hynix, the second largest producer of High Bandwidth Memory (HBM) and along with Samsung and Micron Technology, these three company’s control 90% of the market. The cutting-edge graphics processing units (GPUs) filling data centers around the world require an immense, unrelenting pipeline of data delivered at…
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AI infrastructure stocks particularly in memory, photonics, and data centers took a big hit last week. Spooking investors who are thinking “is this the end?” Not even close. I see it as a classic “too much good news, too fast” after massive year-to-date gains in the sector. For example, sector leaders such as Micron Technology…
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Microsoft just unveiled the Maia 200, a custom in-house AI chip designed to challenge the dominance of Nvidia while outperforming the latest hardware from Amazon and Google. This is not just a minor hardware refresh. It is a strategic attempt to own the entire AI stack from the silicon up to the software. Here is…