Semiconductors are doing the heavy lifting! Dive into Micron’s outlook, HBM and AI investment, rising memory prices, and what it could mean for Samsung and SK hynix. Get the market breakdown—and the trends worth watching next.
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0:07 - Market Recap and Semiconductor Equipment
1:37 - Micron Margins, Bonuses, and HBM Yields
8:30 - Memory Demand and Samsung Earnings Outlook
16:48 - Shareholder Returns, Valuations, and Market Flows
24:50 - DRAM Pricing and Supply Outlook
30:12 - Exports and Global AI Semiconductor Trends
