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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...
Feb 20, 2026
M
if you have a personalized License plate without any numbers ..... then you are out of luck..... "No Memory for You!"
BTW: for small...
Feb 20, 2026
M
As I wrote in another investor note, The reason for the stocks skyrocketing (6x+) is that Micron revenue is taking off due to price...
Feb 20, 2026
This is an accurate report.
I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...
Feb 20, 2026
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 20, 2026
I
Yes, but when it was a flat bit of SiGe on/in the substrate the lower thermal conductivity didn't matter much. Now make the transistor a...
Feb 20, 2026
B
Strain engineering in transistors has been a thing since 90nm, correct? SiGe being the strain-causing material, in many/perhaps all...
Feb 20, 2026
It looks like that to me. Especially Micron and Hynix as HBM is a major part of their business.
Feb 20, 2026
How about license plates that end with a letter? Are they out of luck?
Feb 20, 2026
I
And not even TSMC are always completely "open kimono" about some of these issues, like the SiGe FinFET SHE -- when we first did SHE...
Feb 20, 2026
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...
Feb 20, 2026
B
I have no reason to question your analysis.
Red bricks in the path of progress may be less visible today since there are few objective...
Feb 20, 2026
B
HBM is the Kit Kat of memory:
https://www.hersheyland.com/kit-kat
Feb 20, 2026
B
benb replied to the thread
Five Fun HBM Facts .
Thanks Mark and Dan!
Should we start thinking about Samsung, Hynix and Micron as AI stocks? Similar to Nvidia?
Feb 20, 2026
I
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 20, 2026
hist78 reacted to MKWVentures's post in the thread Micron spends $200bn trying to break the AI memory bottleneck with
Sad.
if you have a personalized License plate without any numbers ..... then you are out of luck..... "No Memory for You!" BTW: for small...
Daniel Nenni reacted to benb's post in the thread Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026 with
Like.
This is an accurate report. I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...