Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (3864)	7/3/2018 4:57:46 PM
From: Sam	Respond to of 4828

Micron’s China Risk Seems Small, Says Macquarie By Tiernan Ray Updated July 3, 2018 3:59 p.m. ET barrons.com excerpt: "Based on the limited information, we believe any potential impact to Micron’s business is likely temporary,” writes Pajjuri. Moreover, restrictions, if they are real, could potentially drive up DRAM prices, he muses:While an injunction could potentially impact MU’s near-term sales into China, it could also drive up DRAM prices given the already tight supply situation. We estimate Micron accounted for 23% of DRAM market and 12% of NAND market globally. A prolonged injunction in China could result in potentially higher prices and/or shortages, especially in DRAM. While Samsung and Hynix could potentially fill some of the gap, it will likely take time and we do not see how further tightness and/or shortages are beneficial to Chinese smartphone, PC, and Server vendors as we head into a seasonally stronger 2H. Pajjuri notes this action seems to have come particularly swiftly, leading him to speculate that “geopolitical issues” are behind the move.