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Thanks. >> Apple seems to be using LPDDR, but HBM will also likely be a key tech. SK Hynix and Samsung are the most reputable for both. So not much Micron? A

by alok-g 2y ago

Thanks. >> Apple seems to be using LPDDR, but HBM will also likely be a key tech. SK Hynix and Samsung are the most reputable for both. So not much Micron? Any US based stocks to invest in? :-)

zamalek 2y ago
I forgot about Micron, absolutely. TSMC is the supplier for all of these, so you're covering both memory and compute if that's your strategy (the risk is that US TSMC is over provisioning manufacturing based on the pandemic hardware boom).
- alok-g 2y ago
  Thanks!