Memory
Commented by Armin Schulz on November 12th, 2026 | 05:34 CET
Micron Technology, Power Metallic Mines and BYD – Copper stocks with tailwinds from AI and electromobility
Created and Published on Behalf of Power Metallic Mines
Artificial intelligence and electromobility are simultaneously driving demand for chips and metals. Data centres need memory chips and plenty of copper for power and wiring, while electric vehicles need batteries and copper as well. In early November, Chinese memory manufacturer CXMT reported progress on a new DRAM architecture. Shortly before that, BYD had reported more than 300,000 all-electric vehicles in a single month for the first time in October. If the trend continues, memory chips, copper and electric vehicles will benefit from the same demand. We therefore take a closer look at Micron Technology, Power Metallic Mines and BYD.
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Commented by Armin Schulz on October 23rd, 2026 | 05:39 CEST
The Data Centre Supply Chain: Micron, NU E Power and Super Micro Computer Cover Three Links in the Value Chain
Created and Published on Behalf of NU E Power Corp.
Money in the data centre boom flows along the supply chain. At the OCP Global Summit in San José in mid-October, the focus was on racks, cooling and power supply for artificial intelligence facilities. Behind this lies a simple equation that applies to projects of all sizes. Without memory chips, no accelerator runs; without power, no facility runs; and without finished systems, both remain unused. Companies that securely occupy one of these links have the edge. Today we take a closer look at Micron Technology, NU E Power and Super Micro Computer.