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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

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Dec 3 4:00 PM EST

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To: Return to Sender who wrote (86392)	1/30/2021 10:19:51 AM
From: Sam	3 Recommendations Read Replies (1) of 95520

Micron Pulls Ahead on DRAM 1-alpha node is already in volume production of DDR4 with LPDDR4 in sampling By Brian Santo 01.29.2021 eetimes.com excerpt: Micron being first out of the gate with a new DRAM node is just as much about executive management’s focus on good execution as it is about technology advancements since CEO Sanjay Mehrotra took the reigns, said Jim Handy, principal analyst with Objective Analysis. While Samsung and SK Hynix focus more on market share as a metric for success, Micron has focused on profitability and has put itself in a position where it’s able to re-invest in the business—they can invest more in research and development to stay ahead, he said. “The most important thing now is that if they’re getting 40% more gigabytes per wafer that basically sets them up to be that much more profitable than the next guy making DRAM.” Micron’s business discipline has also made it a leader on the GDDR and NAND flash front, noted Handy, which is impressive, adding that GDDR is a higher profit business and can become more profitable by pushing costs down by moving to a more advanced process node. Similarly, they can get a higher price in the enterprise SSD market than the consumer PC market with lower costs and get better margins. continues

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