Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out.
Episode Outline
(0:00) Intro
(1:30) Morgan Stanley Micron Report
(10:30) Inventory in the market & spot price of PC DRAM
(24:15) PC DRAM spot price prediction
(28:45) PC DRAM corporate market & Window 11 update
(33:00) Long-term prospects for the spot price
(37:50) PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs
(43:10) Price prediction prior to COVID
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email:
[email protected]
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