Consumer memory slowing more than AI gaining

Consumer memory slowing more than AI gaining
by Robert Maire on 12-23-2024 at 10:00 am

Micron Idaho Fabs
  • Consumer memory slowing more than AI gaining causing weakness
  • HBM sold out for 2025- HBM is most of Capex- NAND near zero
  • Big miss on Q1 guide crushes stock on disappointment
  • Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks

Micron reported in line… Read More