Morgan Stanley sees AI-driven memory shifts boosting AP Memory and Macronix
Morgan Stanley says AI-driven changes in memory architecture could create growth opportunities for AP Memory and Macronix. The bank expects 3-D stacking to emerge beyond today’s 2.5-D HBM designs.
AI-driven changes in memory architecture could create new growth opportunities for Taiwanese memory suppliers AP Memory and Macronix, Morgan Stanley says.
The bank expects 3-D stacking to emerge as the next major memory architecture beyond today's 2.5-D HBM designs, increasing the importance of tec…