Wallis Francis
02-07

$Micron Technology(MU)$ $MU Look past the options monkeys manipulations and see the big picture!$ 😎 DeepSeek’s demonstration of cost-efficiency and AI innovation will lead to “strong demand” for higher performance graphics processing units, or GPUs, JPMorgan analysts said Wednesday. “Therefore, Nvidia’s leadership in advanced AI chips “should enable them to unlock new use-cases.” Other chip firms such as Broadcom (AVGO -0.63%), Marvell (MRVL +1.85%), and Micron (MU +0.89%) are also likely to benefit from DeepSeek, according to JPMorgan.

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Comments

  • HuanAK
    02-09
    HuanAK
    only small % of their business are high bandwidth chips, most of their business come from PC or cellphone memory which on downturn now with weak demand and price keep droping as much as 15% per quarter.
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