Home / BXHub

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

TacticzHazel @TacticzH · Jan 30

$AMAT $AMD $AMKR $ASML $BESI $CDNS $HXSCL $INTC $KLIC $MRVL $MU $NVDA $RMBS $SNPS $SSNLF $TSM

TacticzHazel @TacticzH · Jan 27

$HXSCL - SK Hynix partners with $MSFT to be an exclusive supplier of advanced memory for Microsoft's new AI chips.

Each of Microsoft’s Maia 200 accelerators will use six units of SK Hynix’s HBM3E memory.

Shares are up 9% on the news

$HXSCL $MSFT

TacticzHazel @TacticzH · Jan 25

HBM Supply Chain Overview

$MU - Micron
$HXSCL - SK Hynix
$SSNLF - Samsung
$TSM - TSMC
$NVDA - Nvidia
$AMD - Advanced Micro Devices
$SNPS - Synopsys
$BESI - BE Semiconductor Industries
$AMAT - Applied Materials
$AVGO - Broadcom
$MRVL - Marvell
$DD - DuPont
$MSFT - Microsoft
$GOOGL - Alphabet
$META - META
$LCRX - Lam Research

$AMAT $AMD $AVGO $BESI $DD $GOOGL $HXSCL $LCRX $META $MRVL $MSFT $MU $NVDA $SNPS $SSNLF $TSM

TacticzHazel @TacticzH · Jan 25

RT TacticzHazel
HBM Supply Chain Overview

$MU - Micron
$HXSCL - SK Hynix
$SSNLF - Samsung
$TSM - TSMC
$NVDA - Nvidia
$AMD - Advanced Micro Devices
$SNPS - Synopsys
$BESI - BE Semiconductor Industries
$AMAT - Applied Materials
$AVGO - Broadcom
$MRVL - Marvell
$DD - DuPont
$MSFT - Microsoft
$GOOGL - Alphabet
$META - META
$LCRX - Lam Research

$AMAT $AMD $AVGO $BESI $DD $GOOGL $HXSCL $LCRX $META $MRVL $MSFT $MU $NVDA $SNPS $SSNLF $TSM