Micron's Dip: Samsung's AI Memory Win?

Micron's stock plunged nearly 5% after Samsung's HBM3E chip secured NVIDIA's approval, sparking fears Micron is falling behind in the AI memory race. But don't count Micron out yet! Despite volatility and concerns about meeting HBM4 standards, Micron's AI memory is sold out through 2025, with strong demand extending into 2026. Is this dip a buying opportunity? Hosted on Acast. See acast.com/privacy for more information.