On the day RTX Spark was unveiled, the market had already cast its vote on this chain: foundry sole-winner $Taiwan Semiconductor Manufacturing(TSM)$ +4.1% closing at $436, memory leader $Micron Technology(MU)$ +6.6% closing at $1035; meanwhile $Qualcomm(QCOM)$, which had hoped to ride the Arm PC dividend with its own chips, got its rice bowl snatched away by Nvidia instead, down -8.8% in a single day closing at $229. One chip reshuffled the entire PC supply chain. What exactly is RTX Spark? Jointly developed by Nvidia and MediaTek, exclusively fabbed by TSMC on 3N: a 20-core CPU + 6144-core Blackwell GPU, the two shari
Micron at $1,000, SanDisk $2,000: How Much Further Can Memory Run?
Micron surged 10.84%, reclaiming $1,000 to set a new all-time high, while SanDisk gained 6.45% to $2,107 and memory ETF DRAM jumped 9.32%, as AI data center demand reignited a broad-based memory rally. The super-cycle narrative is accelerating again — just one week after panic over order cuts, the sector is printing fresh highs. But parabolic moves mean increasingly crowded trades. Will you chase the breakout, or stay cautious watching for a top?
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