Harbor Capital

mentions 2 type Person feed RSS

// recent coverage 2 mentions

00:34

2026-07-23

startupfortune.com

artificial-intelligence

Wall Street coined a new $3 trillion sector called Memi and the stocks powering it are already in a bear market

Harbor Capital has coined the term "Memi" (memory semiconductors) to describe a new $3 trillion sector dominated by Micron, SK Hynix, and Samsung, which are essential to AI infrastructure due to high-…

19:50

2026-07-22

fortune.com

artificial-intelligence

A new group of stocks is transforming global equities markets. Meet ‘Memi,’ the $3 trillion sector fueled by AI’s insatiable hunger for memory chips

A new $3 trillion sector dubbed 'Memi'—a portmanteau of memory and semiconductors—is transforming global equities markets, fueled by AI's demand for memory chips, according to asset manager Harbor Cap…

// co-occurs with top 8 entities

SK Hynix 2 Samsung 2 Spenser Lerner 2 Micron Technology 1 Amazon 1 Google 1 Microsoft 1 Micron 1

// topics top 4 topics

artificial intelligence 2 ai chips 2 ai infrastructure 2 ai startups 2