Thanks. >> Apple seems to be using LPDDR, but HBM will also likely be a key tech... | Hacker News

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alok-g on March 5, 2025 | parent | context | favorite | on: Apple M3 Ultra

Thanks.

>> Apple seems to be using LPDDR, but HBM will also likely be a key tech. SK Hynix and Samsung are the most reputable for both.

So not much Micron? Any US based stocks to invest in? :-)

zamalek on March 5, 2025 [–]

I forgot about Micron, absolutely. TSMC is the supplier for all of these, so you're covering both memory and compute if that's your strategy (the risk is that US TSMC is over provisioning manufacturing based on the pandemic hardware boom).

alok-g on March 5, 2025 | [–]

Thanks!

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