Explore the latest developments concerning 3 semiconductor stocks.
3 semiconductor stocks to play the AI supercycle, according to analysts
The AI trade has hit a new stage: The spotlight is shifting from the chips that process data to the hardware required to store it.
"Right now, we are very early in the memory cycle," DA Davidson analyst Gil Luria told Yahoo Finance's Opening Bid. "The progress that we've made in AI models has made it so memory is the next frontier. We need a lot more memory in the chips, in the installations, in the servers, in the data center."
"Companies like Micron, SK Hynix and the part of Samsung that does memory are now becoming increasingly important," he added.
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