$Micron Technology(MU)$ GF Securities analyst Jeff Pu noted that they continue to see sustained leading-edge UTR driven by AI accelerators and CPUs, along with the trend toward larger on-chip memory that can't be shrunk. $Taiwan Semiconductor Manufacturing(TSM)$ is set to report on 7/16 and is reportedly increasing CAPEX.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
