SiTime Corporation
$SITMHot on XNASDAQAdvanced Packaging & AI Interconnect
60Posts · 30D
42Authors
+757%Vs prior 30D
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Filtered locallyMicron Technology, Inc.
$MUCoolingNASDAQAI Memory SupercycleAI Infrastructure
23KPosts · 30D
8.0KAuthors
-32%Vs prior 30D
→Micron reportedly fulfills only 40-50% of HBM4 demand with worsening lead times, while a Taiwan union strike over bonus pay threatens production. Morgan Stanley projects a persistent DRAM deficit through 2030.
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