A short-term recovery signal for memory semiconductors: The 2x leveraged Micron ETF MULL rose 11.8% and 11.7% today, against the backdrop of continuously rising demand for HBM and DDR5 from the AI inference side, with expectations of an upward revision in Micron's HBM3E market share recently. The memory sector is now outperforming AI chip design stocks. Whether this is a diffusion effect or an expectation gap needs to be verified with the next data point.
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