$Micron Technology(MU)$

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

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  • Anyhow say, u know nothing about AI & memory! MU will fly to $150!
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