Jul. 2 at 6:14 PM
On a day where semis
$ALAB $AMAT $AMD $AMKR $ALGM continue to sell off, we are back into the semiconductors space.
This time we tackle a major issue faced by the AI buildout: Memory.
We cover a new investment into a company that is innovating a proprietary way to design chips, one that puts memory at the forefront, significantly optimizing workloads that will be integral in the inference era of compute.
https://kryptonresearch.substack.com/p/the-next-semiconductor-giant
