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.
Morgan Stanley said AI-driven changes in memory architecture could open up fresh growth opportunities for Taiwanese memory suppliers AP Memory and Macronix. The bank expects 3-D stacking to become the next major memory architecture beyond today’s 2.5-D HBM designs, lifting the importance of tec…