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. …