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if you have a personalized License plate without any numbers ..... then you are out of luck..... "No Memory for You!"
BTW: for small companies .... gray market DRAM of questionable origin is coming. The "craigslist-ing" of memory
As I wrote in another investor note, The reason for the stocks skyrocketing (6x+) is that Micron revenue is taking off due to price changes AND the P/E ratio went from "periodically unprofitable cyclical stock" to "AI 'picks and shovels' stock"
If they keep it undersupplied.... it will stay...
As I said in Linked in.... It was never coming in 2027. 18A doesnt even fill one fab until 2027. Even Intel Products (IF they do them on 14A) are not coming in 2027.
Right now there are no committed customers. Lets get a customer before we worry about ramp timing. Hopefully Q3 2026 commitment...
Memory has always been a strategic asset. Its a commodity in that the price goes up when short and down when excess supply and you can buy from 3+ interchangeable vendors .... Just like Oil.
Now the rationing begins. Maybe we will have Odd even. If your license plate ends in an odd number...
The boom is now and AMD is not as constrained as Intel. N2 is a 2027 problem
The issue at Intel is simple: The plan was to move people to newer nodes. It didnt happen. So the AI boom increased Intel 7 Demand while the Intel 3 and 18A demand is less than planned 1-2 year ago. The answer is to...
essentially it is a model for CPU units sold (number of CPUs) sold my each company. 200 core vs 16 core.... both one CPU.
Mercury research is quite accurate.
lots of fears. In my office neighborhood and complex WFH does have an Impact. I expect AI to shift jobs from one area to another.
Less office space needed might be real. But Employement is not down.
I got the report summary from an analyst as well.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is limited by IFS capacity, AMD is not limited. AMD GM is much higher than Intels even though they outsource to TSMC.
Customers are wanting old stuff from Intel, Not...
I am just saying I have multiple examples of Samsung buying from competitors to some of their divisions. The Division head do not work and play well together. It actually is a kinda positive part of their DNA.
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they should show the actual data.
Samsung has a interesting business model. They bought Micron Memory when there was no shortage. And even if divisions partnered well (they dont), It would not be in Samsungs best interest to sell memory at lower price and turn away Server companies.
Similar to Microns Crucial cancellation. It...
So if AI is replacing people and lowering the amount of people in jobs, then employment (not unemployment) must be down. How much has the number of people employed decreased since 2023?
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30% including DDR4, DDR5, HBM (NAND showed similar price increase)
Are these numbers for actual sales price received by memory companies in Q1 or are they for quotes...
