Micron Technology, Inc: Dead or Alive? Part 2 | Value Investor Chatter | #146
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Description
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] Value Investor Chatter Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://www.linkedin.com/company/valueinvestor49/ Website: https://valueinvestor.org/ --- Support this podcast: https://anchor.fm/valueinvestor49/support
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