WS #11715
Micron announces up to $3B investment in US semiconductor supply chain, including $500M for GlobalWafers and a 10-year wafer deal. KeyBanc and Bernstein downgrade Salesforce (CRM) citing slow Agentforce adoption and lack of evidence for AI momentum. Meta plans to put its 'Iris' AI chip into production in September, doubling computing capacity and reducing reliance on Nvidia.
Micron US Supply Chain Investment
Micron announces up to $3B investment in US semiconductor supply chain, including $500M for GlobalWafers and a 10-year wafer deal.
KeyBanc and Bernstein downgrade Salesforce (CRM) citing slow Agentforce adoption and lack of evidence for AI momentum.
Meta plans to put its 'Iris' AI chip into production in September, doubling computing capacity and reducing reliance on Nvidia.