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Technology Stocks : Semi Equipment Analysis
SOXX 351.43-0.4%4:00 PM EST
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To: Sam who wrote (95892)2/10/2026 10:40:14 AM
From: Kirk ©1 Recommendation

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Thanks for posting that. At tops I look for new ways they are saying "This time it is different" and this may qualify.
Conclusion

For 70 years, the memory business was commodity. But now it's becoming platform. In the AI era, memory is the foundational infrastructure of intelligence and will become a source of value creation itself.

Looking back 10 years from now, won't 2024-2026 be remembered as the "decisive inflection point" of the memory industry?

I saved this many decades ago:
“640K ought to be enough for anybody."

-Bill Gates (Founder and CEO of Microsoft – 1981 on how much memory one needs in a PC)
I believe the memory I wear on my watch is more powerful than the computer that helped astronauts first land on the moon. Not only does it have GPS, count my steps, plays music, monitors my health, has an emergency strobe light to help the coast guard find me on the bay, and tracks sleep metrics, it keeps pretty good time too.

I just plugged it into my PC to charge and Bill Gates's W11 tells me I'm using 17.2 GB of its 28.9GB internal storage.

It is just amazing and if we are going to have Musk put data centers in space to provide all the "intelligence" for a personal robot for the billions of inhabitants here, we may run out of sand on the beaches to build the chips. (just kidding on that!)
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