Michael Green: Chip firms poised to hold firm on AI memory supply strategy

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Parshwa Turakhiya

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Michael Green: Chip firms poised to hold firm on AI memory supply strategy — Chipmakers maintain tight grip on AI memory

Michael Green, chief strategist and portfolio manager at Simplify Asset Management, draws attention to the influence chip companies have over AI memory supply, likening it to the control oil companies have had over energy prices.

Green highlights commentary from a Bloomberg analyst who suggests that these chipmakers are unlikely to increase capacity even as their profits grow.

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Green has previously noted that the total stock of seed stage companies is falling. He has also cited research showing that overvalued equity can put core company value at risk. These observations add context to his current focus on market concentrations in technology sectors.

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