Top Tweets for #Gng

🔶 𝗚𝗟𝗢𝗕𝗔𝗟 𝗜𝗡𝗦𝗧𝗜𝗧𝗨𝗧𝗜𝗢𝗡𝗔𝗟 𝗙𝗨𝗡𝗗𝗦 𝗔𝗗𝗗𝗜𝗡𝗚 𝗜𝗡𝗗𝗜𝗔𝗡 𝗦𝗧𝗢𝗖𝗞𝗦 👀 👉🏻 𝗚𝗼𝗹𝗱𝗺𝗮𝗻 𝗦𝗮𝗰𝗵𝘀 • CMR Green Tech→ Fresh 1.4% stake • GNG Electronics → 1.90% → 2.29% • ASK Automotive → 2.11% → 2.33% 👉🏻 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆 • Sai Parenterals → Fresh 1.2% stake • Sammaan Capital → Fresh 1.2% stake • PTC India → Fresh 1.1% stake • Om Power → Fresh 1.7% stake 👉🏻 𝗩𝗮𝗻𝗴𝘂𝗮𝗿𝗱 • Sammaan Capital → Increased to 2.6% • Sapphire Foods → Fresh 2.1% stake • MTAR Tech → Fresh 1% stake #StockMarket #FII

The SK Hynix CEO sees the memory chip shortage lasting through 2030, but with AI demand doubling every two years and supply constrained by multi-year fab build times, the deficit could easily stretch beyond that. Memory is no longer a commodity but a customized strategic resource, and prices are heading higher as HBM supply tightens further.The only real hope for breaking this cycle lies in new approaches like NEO Semiconductor's 3D X-DRAM, which recently passed proof of concept. It delivers 15 times better data retention than the JEDEC standard and can be manufactured using existing 3D NAND production lines, dramatically lowering the barrier to scale. If such technologies reach volume production, the memory landscape could shift. Until then, the crunch is here to stay and demand is only accelerating