$Micron Technology(MU)$ MU's C

MU's CEO often say in AI time, Ai will use 5 Times DRAM than before. Now it turn out people will use Samsung's DRAM 5 times instead of MU. Every AI will use Samsung's 12-Stack Hbm3E giving up MU'S HBM. Samsung's HBM has IP patents. I think MU has far away from AI.

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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老安盘美股001
04-01
老安盘美股001
Anyhow say, u know nothing about AI & memory! MU will fly to $150!

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