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Elon Musk Launches Tesla Terafab. Should ASML Be Worried?→
KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.→
/////Semiconductors, Quantum, Data Centers, and Infrastructure
Who is the opponent to Korea's HBM crown?
Micron, the American in the ring, holding 18% of global HBM and expanding. My 90% call means Micron loses the HBM4 round. That is the bet, dated and public, and I grade it in public. This call has a real opponent.
Read the related blog posts
Elon Musk Launches Tesla Terafab. Should ASML Be Worried?→1 related prediction card
KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.→More FAQs about Semiconductors, Quantum, Data Centers, and Infrastructure
Why are data centers becoming strategic assets?→Why does Igor Beuker call infrastructure invisible?→Why do undersea internet cables matter?→Will teleportation ever be real?→Why are AI data centers moving to sea and space?→How big is the offshore data center market?→Your question not here? Ask Igor. 2 questions, unlimited for Misfits.
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