Micron Technology, a major American memory manufacturer, has been calling for an analyst, pointing out the development of two positive fundamentals, which is expected to strengthen Micron's position in the PC and mobile markets. Investing.com re...
Micron Technology, a major American memory manufacturer, has been calling for an analyst, pointing out the development of two positive fundamentals, which is expected to strengthen Micron's position in the PC and mobile markets.
Investing.com reported on the 28th that Mizuho TMT expert Jordan Klein pointed out that Micron is his "most beloved semiconductor long-term", citing that PC demand is deeply specific and mobile DRAM market share will expand.
Klein quoted Digitimes Asia as saying that Micron is expected to win more mobile DRAM orders because Samsung's 10nm 1b process DRAM continues to face yield and heat dissipation management problems.
Currently, 40% of the DRAM required by Samsung's flagship smartphone "Galaxy S25" is supplied by Micron, and 60% of the DRAM is produced by Samsung itself. However, Mizuho reported that, based on the above news, Samsung considers increasing Micron's supply share to 60%.
Klein believes this is the "best part", pointing out that Micron's bidding ability has improved. He mentioned that when conducting the price debate in the third quarter, Micron's was the most aggressive among the three DRAM factories, and it was looking to increase its price by 10%. Although the debate was delayed, the conditions proposed to Micron will eventually depend on it.
Microel's 28th news hit 3.61%, closing at $122, setting a new closing high since August 19; the increase has reached 44.96% so far this year.
