MU: Too many good things lined up

$美光科技(MU)$

Bought few more calls for June 2025 $150. Too many good things lined up and Micron has weathered many a storm in past to crumble if macroeconomic turn for the worst. Samsung $Samsung Electronics Co., Ltd.(SSNLF)$ seems to be falling behind in memory/storage space and Micron and Hynix are gaining ground with superior HBM and LPDDR offerings.

We have only seen boost from HBM for now. Lot of good things coming for LPDDR as well when AI phones and PCs take over. 8GB RAM in phones and 16 GB in laptops will be the base options. And with increased computation, power savings will take a front seat again and Micron reigns supreme here.

Also lot of talk of memory and not enough for storage. New AI optimized storage to sell soon for data centers.

And what happens when everyone is pumping out AI memory and storage? Supply of regular DDR5 falls and that increases price. Micron already forecasting 25% increase in DDR prices.

Hoepefully Micron secures 3-6Billion from CHIPS act as well. Super bullish overall

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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Comments

HaroldAnderson
04-16
HaroldAnderson
Wah, that's a lot of good stuff coming for Micron!

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Semiconductors are the foundation of contemporary electronics. \nWhat companies in your watchlist? Do you have special comments to share?","image":"https://community-static.tradeup.com/news/4d390e1ef8b537c72a7fc9aa69c83989"}],"images":[],"coverImages":[],"title":"MU: Too many good things lined up","extraTitle":"","html":"<html><head></head><body><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> </p><p>Bought few more calls for June 2025 $150. Too many good things lined up and Micron has weathered many a storm in past to crumble if macroeconomic turn for the worst. Samsung  <a data-mention-id=\"SSNLF\" class=\"teditor-mention\" data-mention-name=\"Samsung Electronics Co., Ltd.\" href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> seems to be falling behind in memory/storage space and Micron and Hynix are gaining ground with superior HBM and LPDDR offerings. </p><p>We have only seen boost from HBM for now. Lot of good things coming for LPDDR as well when AI phones and PCs take over. 8GB RAM in phones and 16 GB in laptops will be the base options. And with increased computation, power savings will take a front seat again and Micron reigns supreme here. </p><p>Also lot of talk of memory and not enough for storage. New AI optimized storage to sell soon for data centers. </p><p>And what happens when everyone is pumping out AI memory and storage? Supply of regular DDR5 falls and that increases price. Micron already forecasting 25% increase in DDR prices. </p><p>Hoepefully Micron secures 3-6Billion from CHIPS act as well. Super bullish overall</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://ttm.financial/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> </p><p>Bought few more calls for June 2025 $150. Too many good things lined up and Micron has weathered many a storm in past to crumble if macroeconomic turn for the worst. Samsung  <a data-mention-id=\"SSNLF\" class=\"teditor-mention\" data-mention-name=\"Samsung Electronics Co., Ltd.\" href=\"https://ttm.financial/S/SSNLF\">$Samsung Electronics Co., Ltd.(SSNLF)$</a> seems to be falling behind in memory/storage space and Micron and Hynix are gaining ground with superior HBM and LPDDR offerings. </p><p>We have only seen boost from HBM for now. Lot of good things coming for LPDDR as well when AI phones and PCs take over. 8GB RAM in phones and 16 GB in laptops will be the base options. And with increased computation, power savings will take a front seat again and Micron reigns supreme here. </p><p>Also lot of talk of memory and not enough for storage. New AI optimized storage to sell soon for data centers. </p><p>And what happens when everyone is pumping out AI memory and storage? Supply of regular DDR5 falls and that increases price. Micron already forecasting 25% increase in DDR prices. </p><p>Hoepefully Micron secures 3-6Billion from CHIPS act as well. Super bullish overall</p></body></html>","text":"$美光科技(MU)$ Bought few more calls for June 2025 $150. Too many good things lined up and Micron has weathered many a storm in past to crumble if macroeconomic turn for the worst. Samsung $Samsung Electronics Co., Ltd.(SSNLF)$ seems to be falling behind in memory/storage space and Micron and Hynix are gaining ground with superior HBM and LPDDR offerings. We have only seen boost from HBM for now. 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