HBM - Hudbay Minerals Inc. 0 WATCHERS

the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but …

AI Frenzy Driving Memory Chip Supply Crisis: Reuters https://www.tbsnews.net/world/global-economy/ai-frenzy-driving-memory-chip-supply-crisis-1300721? No paywall. https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ “The memory shortage has now graduated from a component-level concern to a macroeconomic risk," said Sanchit Vir Gogia, CEO of Greyhound Research. Memory shortage could delay AI projects, productivity gains. SK Hynix predicts memory shortage to last through …

Micron cutting the Crucial consumer line is a much bigger signal than it looks. They’re basically saying “forget low-margin retail, we’re going all-in on HBM for AI and data centers.” It’s a smart strategic pivot, but also a high-stakes one. HBM is an oligopoly and demand is exploding, but execution …

They are buying the top in HBM market by selling the bottom in DRAM market (HBM and DRAM making processes share some facilities, so that is a binary choice). They should be invited to this esteemed community as soon as possible - we will want screenshots.

The tightening of supply of consumer RAM (if that's actually happening) is the last cash grab before China starts manufacturing RAM domestically. These companies will not be able to compete with that so they're making these moves. With HBM they'll have a higher margin assuming demand remains constant (which post …

Micron is transforming and is still cheap. Gone are the cyclical days and now welcome the high margin, highly customized HBM days. SSD is dying and not a good business unit anymore, this is good news.

Has MU truly exited the Crucial consumer business? Is this a pivot toward the AI server goldmine, or a sign of impending decline? MU announced today that it will shut down its Crucial consumer memory and SSD business, with global retail channels ceasing sales by February 2026. The stated reason …

Amazon just released its new Trainium3 chip… but honestly, the real news is that Trainium4 will be a collaboration with Nvidia. https://preview.redd.it/y8wmugsav05g1.jpg?width=1080&format=pjpg&auto=webp&s=a81d0c345b4b9628c58e597c28c5deac95864cb9 AWS finally released Trainium3 – their first 3nm in-house AI chip – and on paper, the performance looks pretty good: • 4.4x performance increase over the previous generation …

Treat this as a scenario plan: separate market beta from company risk, size down, and set triggers around hyperscaler capex, order visibility, gross margin trend, and customer concentration. Journal your thesis with falsifiers (backlog/lead times, HBM supply, pricing pressure, insider sales vs 10b5-1) and let that decide whether to add, …

A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices Analysts are starting to flag a new concern: the AI boom is beginning to strain global chip supply chains in a way that could eventually push up the cost of consumer electronics — including smartphones. …

Honestly wouldn’t be shocked if MU ends up being the sleeper winner of this whole AI cycle. GPUs get all the hype, but every time Jensen ships another batch of H100s, someone has to feed them mountains of HBM and DRAM — and that’s literally Micron’s lane. NVIDIA is the …

yes! even google TPU still need HBM too

Everyone is chasing NVIDIA, but Micron might be the better risk and reward NVIDIA continues to dominate the AI narrative due to the scarcity of computing chips and ecosystem barriers, yet the market often overlooks another equally critical and even more resilient during AI expansion cycles sector: storage and high …

> Broadcom has a gross margin of roughly 67% I am going to reasonably assume Stop, don't assume. Broadcom discloses margins per segment in their earnings. > Now in terms of the future, they helped design googles TPUs but google owns the IP. No. Google owns the compute IP. Broadcom …

NVIDIA GPU •Thousands of flexible CUDA cores •SIMD/SIMT architecture •Highly programmable •Supports FP8, FP16, BF16, TF32, FP32, FP64 (varies by generation) •Big L2 cache, high-bandwidth memory (HBM3/3e) •Tensor Cores accelerate matrix multiplies •Uses CUDA, the dominant AI software ecosystem Google TPU •Matrix multiplication units arranged into giant systolic arrays (e.g., …

I've been telling people to buy SK Hynix since last December. No on listens. They are the leading HBM producer and are making a killing from AI customers, whether its Nvidia, AMD, or even Google. it doesn't matter who wins the AI hardware war, SK Hynix wins. People bragging about …

Fyi, Google TPUs use Micron HBM. Calls on MU.

> Nuclear is back, and this time it’s funded by AI profits. FTFY: Nuclear is back, and this time it’s funded by AI ~~profits~~ smokescreen machine. People who need the power to run data centers currently do not make a "profit" off of AI. The only entities making money off …

Easy. It’s $MU. Samsung just announced a 60% hike in DRAM Prices. A massive shortage is coming. Just as when gamers started complaining about NVIDIA GPUs not being available due to it being pulled for BTC mining and AI demand. NVDA took that pricing power and started selling GPUs for …

Not yet. The worst thing Nvidia is likely to announce today would be that their margins are taking a hit due to rising HBM prices. That might hit their stock a bit, but it wouldn't hurt overall confidence in the pace of AI growth. IMO market will rally after. There …

Honestly I think the market will rally after. Pretty much the only negative thing I Could see Nvidia stating is that rising HBM prices will put pressure on their margins. I just can't see them saying anything that would suggest stagnating demand, considering they already said they have $500 Billion …