3Sem.·

"Six times less memory": Google announcement causes chip shares to plummet

Google has developed a new compression method for its AI applications that allegedly reduces the memory requirements of large language models by a sixth. As a result, investors are sending the share prices of memory chip manufacturers such as Samsung and Micron plummeting.

SK Hynix $000660

Samsung $samsung

Sandisk $SNDK

Micron $MU (+2,38 %)

Western Digital $WDC (-0,1 %)

Do you see this as an opportunity to get in? Or is it too risky at the moment?

https://www.boerse-online.de/nachrichten/aktien/sechsmal-weniger-speicher-google-ankuendigung-laesst-chip-aktien-einbrechen-20398038.html

www.boerse-online.de„Sechsmal weniger Speicher“: Google-Ankündigung lässt Chip-Aktien einbrechen

4 Commentaires

misinvest@misinvest

3Sem.

I also added $MU to my watchlist, but I want to wait until the chart shows some stability / new information emerges from the situation. It is a falling knife until then.

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edumar@emppsb

3Sem.

$GOOGL is the best company for me, but too expensive right now, at his limit, it's on top of the range of the fair price. Looking for the future its always a good company, thinking that way is already a good entry point, but there is better options out there now. My DCF tells me that a good entry point is around 220$-230$ so you can have a CAGR of 15% over 5 years.

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Smudo@Smudeo

3Sem.

There was a report earlier this week, see:

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PiHu@PiHu

3Sem.

@Smudeo 👀

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