블로그
-
저비용 AI 키미 K3의 반란: 오히려 중국 모델이 메모리 시장에 불러온 기회와 도전 - 마켓워치
이 글은 MarketWatch의 기사 "Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other
blog.naver.com · 2026.07.21
-
SK Hynix 'Falls' as Technology Keeps Up to Demand After Peaking Market Share in AI Memory,Last Year
quarter of this year as technology began to catch up with demand, subsequently being replaced by Micron The New York Times noted that for Hynix, which had faced bankruptcy, the first quarter of this year saw
blog.naver.com · 2026.07.30
-
ASML Holding NV PT Raised to EUR2,000 at Goldman Sachs
Demand for Memory continues to outstrip supply, and recent datapoints suggest increased capex investments For example, Micron at its recent 3QFY26 results stated that it expects capex investment of c.$10bn in
blog.naver.com · 2026.07.02
-
메모리 시장의 과점 체제: 소수 기업이 AI 경쟁의 가격을 결정하는 방식
이 글은 Benzinga의 "The memory oligopoly: How Micron and 6 other names now set the price for the AI race"을
blog.naver.com · 2026.06.28
-
SpaceX's near $3 trillion rally comes with one big catch: Chart of the Day
For a company in its first few days of trading, that is the story. For a company still losing money, it is the question. The chart shows the d.......
blog.naver.com · 2026.06.17
-
(외신 06022026 08am EST) 바클레이즈, AI 수요 가속화 속에 SK하이닉스 및 삼성전자 목표주가 상향
A caller on the podcast noted the precedent could "open a Pandora's box for chipmakers" and set "new For Micron shareholders, any wage-cost reset across its two largest competitors is worth monitoring.
blog.naver.com · 2026.06.02
-
[ETF] AI 메모리 병목 현상: 한 번으로 마이크론, 샌디스크, SK하이닉스, 삼성전자에 투자할 수 있는 ETF
이 글은 The Motley Fool의 "AI memory bottleneck: This sizzling ETF lets you buy Micron, Sandisk, SK Hynix , and Samsung for less than $100"을 번역해 옮긴 것으로, 간단히 요약하면, 메모리 시장의 호황을 활용하려는 투자자라면 라운드힐의 DRAM ETF(Roundhill
blog.naver.com · 2026.06.16
-
[ETF] 반도체 업계의 강자 마이크론과 미국 반도체 ETF 투자 전략의 핵심
이 글은 The Motley Fool의 "This chip ETF was ready for the Micron boom"을 번역해 옮긴 것으로, 마이크론 테크놀로지가 지난 1년간 주가가
blog.naver.com · 2026.06.06
-
Top 3 AI IPOs, Humans as ‘Meat Computers,’ SK Patent Lawsuit, Cross-shareholding Crisis
major artificial intelligence (AI) companies—including OpenAI, Anthropic, xAI, and SpaceX—preparing for Anthropic recently raised $5 billion from Amazon ahead of its listing, with Samsung, SK Hynix, and Micron
blog.naver.com · 2026.05.29
-
마이크론 (MU) Q2 2024 어닝콜
I would like to thank all our Micron global team members for their dedication and excellent execution Micron drove robust price increases as the supply-demand balance tightened.
blog.naver.com · 2024.03.22
The News On NVIDIA Stock, Micron Stock Ahead of NVIDIA Earnings - NVDA Update
Nvidia's 15% Server Hikes Land Before the Year's Biggest Earnings (NVDA) | Stock Market Live
Tuesday's First Moves: NVDA PT Hike, MU & SNDK Cuts, UAL Expansion
Jim Worden on NVDA Bull Case, Energy Risks & INTC, PLTR, MU in Portfolio
MU, SNDK Bull Case in Backlog & Easing Supply Woes After Stellar Stock Rally
Danielle Shay on MU, SNDK & STX Technical Analysis, Options Strategies