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Technology Stocks : Micron Tech
MU 221.91+0.8%Oct 28 3:59 PM EDT
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From: JakeStraw8/22/2018 12:25:14 PM
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The spike in demand for discrete GPUs will be a tailwind for Micron as well. NVIDIA was using Micron's specialty DRAM in its previous-generation graphics cards, and it is likely to tap the memory specialist once again to supply GDDR6 memory for its next-generation GPUs to provide faster performance.

This should boost Micron's DRAM business, which accounts for 71% of total revenue. More specifically, the company gets nearly a quarter of its DRAM revenue by supplying specialty DRAM chips that are used in verticals such as "graphics, networking, automotive, and other embedded technologies." This means that specialty DRAM accounted for approximately $1.2 billion of Micron's total revenue of $7.8 billion last quarter.

So the potential growth of the GPU market can influence around 15% of Micron's overall business. And that's excluding the bump in demand for other gaming-related components such as SSDs and PC DRAM, which means that esports and PC gaming could have a bigger impact on Micron's business as they are triggering a PC revival.
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