Micron's Monopoly Mismatch: Why HBM’s $2B Bet Could Trigger a Memory Ice Age
Hook: DRAM market concentration just hit a new high—CR3 (Samsung, SK Hynix,...
semiconductor cycle related articles
Hook: DRAM market concentration just hit a new high—CR3 (Samsung, SK Hynix,...
SanDisk up 3%. Western Digital up 2.8%. Seagate up 2.5%. Micron up 3.2%. Befo...
Fear
Market Sentiment
Team and early investor shares released
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
92 million ARB released
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Block reward halving event
Improves data availability sampling efficiency
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