This is a move to maximize the margin while the market demand is soaring through the roof by reallocating all available silicon to the highest possible margin channels. Customers are right now fighting for memory without regards for the price. This could only means good news for Micron.
There is something wrong with Kioxia model that is causing the reverse trend. The rest of the memory makers are upping their prices for NAND flash with supply forecasted to remain tight through 1H26. Good opportunity to buy the dip.
This is a great buying opportunity. The potential of HBM is going to be a game changer for Micron with it being potentially capable of surpassing the entire DRAM revenue of today. The current consumer weakness is presenting a perfect opportunity to add on further position in MU as the consumer market is expected to recover in the second half of 2025, with Microsoft'S end of life support for Windows 10 and the uptick in demand for AIPC as we see more and more AI use case being made available to consumer. Apart from the consumer market, NVIDIA B200 and GB200 platforms have designed in Micron's HBM product into the platforms. This is expected to ramp up even further with the expected increasing maturitt and shipment volume of Nvidia B200 and GB200 As such, Micron's current predic
DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.
Don't worry the demand is very high. it's going to be difficult to contain the demand and there is always going to be alternative channel to ship the GPUs. This is a good opportunity to do some bargain hunting.
Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.
We are still early in the AI revolution with a large number of corporation still in the early phase of adoption. With the significant competitive advantage and strong ecosystem that NVidia has built up, there is definitely still room to grow for NVidia. Blackwell is coming in 2H24 and this is going to add another boost to the already impressive portfolio.