Friday, March 22, 2019 11:38:48 AM
The chip technology has become so advanced, and so covered by patents, that it is very difficult for other memory manufacturers to compete.
In past memory cycles, the competition would be so strong that the memory manufacturers would be operating at a loss right now.
That is not going to happen anymore.
And as I've said before, Micron could do themselves a huge favor if they would use some of their cash to merge with a non-memory semiconductor company.
Imagine the possibilities if MU merged with AMD -- boom!, bang!, to the moon, Alice!
Recent MU News
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- Micron Technology, Inc. Reports Results for the Second Quarter of Fiscal 2024 • GlobeNewswire Inc. • 03/20/2024 08:06:29 PM
- U.S. Index Futures Trade Sideways Amid Anticipation of Fed’s Policy Update; Oil Prices Dip • IH Market News • 03/20/2024 11:17:32 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/11/2024 08:29:16 PM
- Micron Appoints Robert Swan to its Board of Directors • GlobeNewswire Inc. • 03/11/2024 08:01:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/08/2024 09:16:59 PM
- Futures Turn Positive Following Monthly Jobs Report • IH Market News • 03/08/2024 02:03:54 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 12:01:42 AM
- Micron Releases ‘What Makes Us Micron’ 2023 Diversity, Equality and Inclusion Report • GlobeNewswire Inc. • 03/05/2024 09:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/29/2024 11:46:45 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/27/2024 09:08:55 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/23/2024 11:19:16 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 12:02:16 AM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/13/2024 01:49:21 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/09/2024 10:49:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/09/2024 12:02:30 AM
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Maybacks Global Entertainment Opens 23 More Stations in Important Major Cities • AHRO • Mar 27, 2024 9:00 AM
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