TMTB: MU begins HBM3 prod; AMZN bulled at Bernie; HCP ug; Cyber checks; GOOGL neg headlines; 3p data (ZS, Cloud); CRM +ve; PDD more noise; SMAR initiated sell
Good morning. QQQs are up 20bps, as yields slip slightly. Let’s get to it….
MU +5%: MU announces they commenced volume production of HBM3E solution; will begin shipping in the second calendar Q of 2024 and is likely a contributor in Q3
PR:
“Micron’s 24GB 8H HBM3E will be part of NVIDIA H200 Tensor Core GPUs, which will begin shipping in the second calend…
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