๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: BofA Says Chinese AI Models Reinforce Bullish Memory Demand Outlook - $Micron Tech(MU.US) $SK Hynix(SKHY.US) $Sandisk(SNDK.US) $Seagate Tech(STX.US) $Western Digital(WDC.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฎ๐ป๐ธ ๐ผ๐ณ ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ reiterates ๐๐๐ on ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป.โค BofA maintains a $๐ญ,๐ฑ๐ฑ๐ฌ price target on Micron.โค Chinese open-source AI models reinforce long-term ๐๐ ๐บ๐ฒ๐บ๐ผ๐ฟ๐ demand.โค Kimi K3 API pricing is reportedly ๐ฑโ๐ฏ๐ฑ๐ฌ๐ lower than Western models.โค BofA says lower pricing reflects ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐บ๐ผ๐ฑ๐ฒ๐น choices, not hardware costs.โค Kimi K3 requires approximately ๐ญ.๐ฐ ๐ง๐ of HBM per serving instance.โค BofA says larger AI models require the same or more ๐บ๐ฒ๐บ๐ผ๐ฟ๐.โค BofA sees ๐๐ซ๐ ๐ง focused on commodity DRAM, not advanced HBM.โค Micron's CHIPS Act restrictions may expire around ๐๐ฒ๐ฐ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฒ.โค Expiration could enable $๐ฑ๐ฌโ$๐ฒ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in annual share repurchases.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ฉ๐ถ๐๐ฒ๐ธ ๐๐ฟ๐๐ฎ, Analyst at Bank of America:"reflect[s] business-model choices, not necessarily reflective of hardware costs.""require the same or more memory as their model weights and active parameters increase.""'Open' refers to weight distribution, not deployment cost."The copyright of this article belongs to the original author/organization.
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