Jointly developed by Nvidia and MediaTek, exclusively fabbed by TSMC on 3N: a 20-core CPU + 6144-core Blackwell GPU, the two sharing memory via NVLink, running Microsoft Windows for Arm. Launching this fall, with Dell, Lenovo, HP, Asus, Acer, and Microsoft all on board; initially positioned at the high end, aimed at AI developers, creators, and gamers.
Micron Breaks $1,000! Peak or More Upside?
Micron (MU) surged 6.64% to breach $1,000, setting a new all-time high, as Mizuho raised its price target to $1,150 while maintaining an Outperform rating. MU showcased full-scenario AI memory applications at Computex 2026, with SanDisk rising 3.92% in tandem — analysts are calling it the 'AI memory stock outperforming NVIDIA.' The sector's parabolic rally raises increasing topping risk. At a trillion-dollar valuation and all-time highs, do you hold or start taking profits?
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