SK Hynix CEO says memory shortage persists past 2030 as AI inference demand outstrips wafer capacity.
SK HYNIX CEO: MEMORY CHIP SHORTAGE MAY PERSIST PAST 2030
+1.39%past 2030
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Wall St Engine
@wallstengine / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
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Meta's $145B AI capex and 14GW compute doubling signal a sustained infrastructure lead that drives the stock higher.
$META plans to double its computing capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September, per Reuters citing an internal memo.
+10.18%2027
Broadcom is co-designing Meta's Iris AI chip, adding a massive new custom silicon program on top of its existing hyperscaler backlog.
The chip is part of Meta's MTIA project, designed with Broadcom and manufactured by TSMC, aimed at reducing reliance on Nvidia and AMD GPUs.
+1.29%September 2026
episodelong
Agent-readable speaker
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.