WS #11758

20:52→21:22 UTC

From 500 msgs · 10 key-dev

Micron's $250B investment plan, SK Hynix ADR pricing at $149, Apple-Broadcom $30B chip deal, and Meta's AI infrastructure expansion signal sustained semiconductor and AI capex boom.

Semiconductor and AI Capex Boom

Micron's $250B investment plan, SK Hynix ADR pricing at $149, Apple-Broadcom $30B chip deal, and Meta's AI infrastructure expansion signal sustained semiconductor and AI capex boom.

Full world state #11758 →