Micron on the way up. Go Go Micron

wywy
2021-11-20

$Micron Technology(MU)$

Micron Technology share is up about 8% on the last trading day for this week. It was announced that MediaTek Inc. has validated Micron’s low-power double data rate 5X (LPDDR5X) DRAM for MediaTek’s new Dimensity 9000 5G flagship chipset for smartphones. Micron is the first semiconductor company to be sample and validate this fastest, most advanced mobile memory in the industry and has shipped the first batch of samples of LPDDR5X built on its first-to-market 1α (1-alpha) node. Designed for high-end and flagship smartphones, Micron’s LPDDR5X allows the smartphone ecosystem to unlock the next wave of data-intensive applications powered by artificial intelligence (AI) and 5G innovation.

This really positive news. More application needs for memory chips.

Finally, it heading for the U turn. Chip demand remain strong. Micron as announced, will be adopting EUV, which also means their next technology node is according to plan and on track. Started distributing dividends lately, which is a new for Micron. It implies that the cash flow is very healthy. Beside injecting cash to research and Development, it was able to give out a small dividend. EUV adoption may seem like a late adoption in Micron. But looking from another angle, Micron is able to deliver leading edge technology without EUV. That show the team is highly innovative. And cost of manufacturing is also lower without EUV. With the EUV technology now more established, it good time for Micron to jump in. Overall, I am very confident on Micron. Staying vested. And will add more to my position. China manufacturer was always deem as a competition to Micron. Personally, I think Semiconductor is a very high cost entry business. We know China government is pumping in money. But it will take a long time to catch up, not to mention about leading. And leading equipment supplier are not providing China with the technology. Although China has been aquiring semicon talent all over the world. But its an uphill. However, we all know what China is capable of. Nothing is impossible.@Tiger Stars

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精彩评论

  • HenryHoward
    2021-11-20
    HenryHoward
    The only good and undervalued stock in the market next to ford and gm and intel... Those 4 are solid stocks!!!! Micron deserved a bigger market capacity than AMD
  • EugeneRodriguez
    2021-11-20
    EugeneRodriguez
    Keep Loading guys, the Monday before Thanksgiving always has a nice run-up for MU, but with the news today I can expect at least another 7.00 gain Monday.
  • RandyHall
    2021-11-20
    RandyHall
    forget about message and data,this stock has changed its Character. Started OCT 8 with undercut of previous lows. This simply got rid of all those investors. Since then… not one above average volume day, while there have been quite a few above average volume days. What does that mean?
  • RoyRoberts
    2021-11-20
    RoyRoberts
    a huge cash flow can make sure Mu not to be dropped by his competitiors on edge technology, I do have faith on Mu!!
  • TimothyBarnes
    2021-11-20
    TimothyBarnes
    micron is supposed to be $100 +
  • AlanBell
    2021-11-20
    AlanBell
    Beautiful information, pass it on this info is HUGE!!!! love that info keep loading up
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