$Micron Technology(MU)$ People generally associates better more advanced processing with higher density and higher speed. But generally it is also associated with lower power. With so many layers all stacked one on top of the other, if the underlying power consumption is too high either from the innate process or circuit design or both, less advanced processing just won't work.
And MU leads in processing ! This WILL translate into higher margins down the road and hopefully a higher valuation basis compared with eithe rHynix and Samsung?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments