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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

• Micron Technology
• Power Metallic Mines
• BYD
• Memory
• Data centres
• Copper
• PGE
• Gold
• Silver
• NISK
• Electromobility
• Electric cars
• Electrification

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.