Cloud giants from the US and China are gobbling up memory chips for AI data centers, with several now seeking 1-year or 2-year long term agreements (LTAs) amid fears there won’t be enough memory chip production next year, media report, citing unnamed industry sources. $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung #Semiconductors #DRAM #HBM #NAND
Source: Dan Nystedt
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