Jensen Huang & Micron Technology

Jensen Huang: Jensen Huang, CEO of Nvidia, played a crucial role in guiding Micron Technology towards specialized HBM chips for AI, recognizing memory as a critical bottleneck.

Micron Technology: Micron Technology's stock surged due to unprecedented demand for its high-bandwidth memory (HBM) chips, driven by the AI revolution. The company's revenue and profit forecasts exceeded expectations, leading to a significant increase in market capitalization and customer commitments for future supply.

Jensen Huang: Jensen Huang, CEO of Nvidia, announced a partnership with SK Group, securing a supply of advanced memory chips for Nvidia's ventures.

Micron Technology: Micron Technology is a rival of SK Hynix in the memory chip market and is used as a benchmark for valuation on Nasdaq.