$MU $AMD $NVDA $MRVL Content is king... in Semiconductors... said another way - to me - it's about Strategic Product Placement to support SOLUTION SELLING.... AI 5G Edge and IoT Cloud Data Center Autos just about every product worth owning has intelligence driven by CPUs, custom logic, GPUs..... and has tons and tons of memory to store data and process logic. seekingalpha.com/news/37043...
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