As software lags, semiconductors catch up to the AI spending Bloomberg News semiconductors reporter Ian King said that investors believe that the chip frenzy that has spurred korean companies SK Hynix and Micron into the the $1 trillion market cap club is not going to end anytime soon, despite history warning differently. Key points and original sources are listed below.
- As software lags, semiconductors catch up to the AI spendingS1
- Bloomberg News semiconductors reporter Ian King said that investors believe that the chip frenzy that has spurred korean companies SK Hynix and Micron into the the $1 trillion market cap club is not going to end anytime soon, despite history warning differentl...S2
- The breakneck surge in memory-chip stocks is intensifying, sending the market capitalizations of SK Hynix and Micron Technology above $1 trillion for the first time, as investors bet the AI boom will lead to a sustained revaluation of the industry. Bloomberg's...S3