AI PC and Smartphone “Supercycle” Is Dead on Arrival While Demand for HBM Continues to Grow, According to Report

[Peter_Brosdahl]

According to multiple reports a weak market is to blame for the company, which is best known for its PC memory technology in SSDs, GPUs, and system memory.

See full article...

 

[Brian_B]

This is all regarding Micron,

Which kinda didn't make it into either the headline or the teaser tag.

 

[aztekk]

Not interested in AI in the least and smartphones have been a mature market for a long time so not sure why these analysts were predicting these things... actually I'm still on an iPhone SE 1st Gen and really see no reason to upgrade and I think the first version of that released 8 years ago! (I got mine much later though)

 

[Peter_Brosdahl]

The AI hype train will never end as long as it has ties to investments and profits.