$Micron Technology(MU)$ CXMT,

1
Comment
Favorite

fizzzi
07-20 00:28

$Micron Technology(MU)$ CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.

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.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":587585461284944,"tweetId":"587585461284944","gmtCreate":1784478529000,"gmtModify":1784548227509,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"authorIdStr":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":76,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.</p></body></html>","text":"$Micron Technology(MU)$ CXMT, the China-based DRAM maker that just IPO'd, really doesn't pose a competitive threat to Micron. They're focused on basic DRAM and are targeting HBM3 by December, which is already an outdated generation not used for AI. The hyperscalers are moving to HBM4, which is produced by Micron and SK Hynix.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/587585461284944","repostId":0,"isVote":1,"tweetType":1,"viewCount":52,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":275,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}