hbm

In this wave of AI, capital is clearly more inclined to pay a premium for segments that have real orders, visible supply bottlenecks, and quantifiable profits, which also puts the Crypto AI narrative under more direct scrutiny regarding the certainty of value realization.

Bitget UEX Daily Report

Chip giant Micron Technology's total market value has surpassed $100 billion. It has navigated multiple rounds of industry reshuffling by controlling manufacturing costs and is currently facing a new cycle of competition in the high-end HBM segment, mid-to-low-end market competition, and adjustments in the core Chinese market.

Bitget UEX Daily Report

SK Hynix employees in South Korea received year-end bonuses exceeding 3 million RMB, with insiders revealing a significant disparity in treatment between China and South Korea. The AI storage super cycle may continue to drive up the prices of consumer electronics.