$Micron Technology(MU)$ Note t

Note that SK Hynix is selling HBM chips to Nvidia, but also note MU is selling HBM3e chips to Nvidia. MU's are 3 rd generation and faster and bigger. The stock analysts overlook this IMPORTANT fact.

I mean seriously this company's market cap s a hair over $110 billion and total Revenue in 2 years time will be about 50 billion a year. Market cap is heading towards 200 billion EASILY. And Goldman Sachs is bullish on Micron. Demand for Micron’s HBM chips to grow tenfold to $23 b by 2026, up from $2.3 b in 2022. Micron, one of primary US beneficiary of this burgeoning HBM market, driven by the demand for Nvidia’s new Blackwell GPU chips.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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