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$Micron Technology(MU)$ Speculations about Nvidia and Samsung deal On GDDR7 memory chips in GeForce RTX 50 cards (laptop and desktop)

Speculations about the Nvidia’s exclusive deal with Samsung has little truth as Jensen Huang often steers clear from making exclusive deals with suppliers since he is well aware of the demands of Nvidia Chips.

With reference to SMCI latest issues, we saw how quickly Nvidia dislodged themselves from SMCI even when the datacenter servers supply chain is very complex.

We don’t see any weakening in the demand for HBM memory chips as Nvidia has recently requested for faster productions of those.

Laptop variants represent a smaller portion of revenue to datacenter revenue. It is unlikely that Nvidia will benefit from this exclusive deal, it is more likely for Nvidia to request for thr other suppliers to step up on their standards instead.

As both companies did not comment on such an important deal, given that Samsung will benefit a big deal out of this, the nature and characteristics of this news is pure speculation without grounds.

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PageDickens
11-28
PageDickens
Interesting take

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It is unlikely that Nvidia will benefit from this exclusive deal, it is more likely for Nvidia to request for thr other suppliers to step up on their standards instead.</p>\n<p><b>As both companies did not comment on such an important deal, given that Samsung will benefit a big deal out of this, the nature and characteristics of this news is pure speculation without grounds.</b></p>\n<p><br></p>\n<p><br></p>\n<p></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>Speculations about Nvidia and Samsung deal On GDDR7 memory chips in GeForce RTX 50 cards (laptop and desktop)\n<p><br></p>\n<p>Speculations about the Nvidia’s exclusive deal with Samsung has little truth as Jensen Huang often steers clear from making exclusive deals with suppliers since he is well aware of the demands of Nvidia Chips.</p>\n<p></p>\n<p>With reference to SMCI latest issues, we saw how quickly Nvidia dislodged themselves from SMCI even when the datacenter servers supply chain is very complex.</p>\n<p>We don’t see any weakening in the demand for HBM memory chips as Nvidia has recently requested for faster productions of those.</p>\n<p>Laptop variants represent a smaller portion of revenue to datacenter revenue. It is unlikely that Nvidia will benefit from this exclusive deal, it is more likely for Nvidia to request for thr other suppliers to step up on their standards instead.</p>\n<p><b>As both companies did not comment on such an important deal, given that Samsung will benefit a big deal out of this, the nature and characteristics of this news is pure speculation without grounds.</b></p>\n<p><br></p>\n<p><br></p>\n<p></p>\n<p></p></body></html>","text":"$Micron Technology(MU)$ Speculations about Nvidia and Samsung deal On GDDR7 memory chips in GeForce RTX 50 cards (laptop and desktop) Speculations about the Nvidia’s exclusive deal with Samsung has little truth as Jensen Huang often steers clear from making exclusive deals with suppliers since he is well aware of the demands of Nvidia Chips. With reference to SMCI latest issues, we saw how quickly Nvidia dislodged themselves from SMCI even when the datacenter servers supply chain is very complex. We don’t see any weakening in the demand for HBM memory chips as Nvidia has recently requested for faster productions of those. Laptop variants represent a smaller portion of revenue to datacenter revenue. It is unlikely that Nvidia will benefit from this exclusive deal, it is more likely for Nvidia to request for thr other suppliers to step up on their standards instead. 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