APPLIED, LAM: NEVER MIND IPHONE, MEMORY'S HOT, SAYS B RILEY – BARRON'S

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    Barron’s

    Applied, Lam: Never Mind iPhone, Memory's Hot, Says B Riley
    Barron’s
    More broadly, recall we also recently reported on under the radar C18 memory consumption impact of robust early-year NVDA gaming card demand and the first full-year's shipments of the massive Volta GPU with its data-hungry tensor processing cores. So

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