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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (95892)	2/8/2026 5:42:15 PM
From: Elroy	Respond to of 95909

After Micron's Q4 2025 results of $11.3 billion, they wound down some Crucial consumer product lines. They're strengthening resource allocation focused on strategic accounts. Abandoning parts of the consumer market to concentrate on hyperscalers. Extreme but logical. Higher margins, stable relationships, strong lock-in. This trends is massively beneficial to SIMO. Memory makers don't want to make consumer device controllers any more, they just want to make wafers of memory which they sell to moduble makers who cut them into individual memory chips, package the memory chip with a SIMO controller, and sell it to the cell phone or PC makers. QCOM says elevated memory prices in Q1 will cause cell phone chips to decline more than usual. SIMO says Q1 sales will go up rather than down (down is normal Q1 seasonality) due to SIMO gaining market share as the NAND makers exit the cell phone controller business.

To: Sam who wrote (95892)	2/10/2026 10:40:14 AM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95909

Thanks for posting that. At tops I look for new ways they are saying "This time it is different" and this may qualify. Conclusion For 70 years, the memory business was commodity. But now it's becoming platform. In the AI era, memory is the foundational infrastructure of intelligence and will become a source of value creation itself. Looking back 10 years from now, won't 2024-2026 be remembered as the "decisive inflection point" of the memory industry? I saved this many decades ago: “640K ought to be enough for anybody." -Bill Gates (Founder and CEO of Microsoft – 1981 on how much memory one needs in a PC) I believe the memory I wear on my watch is more powerful than the computer that helped astronauts first land on the moon. Not only does it have GPS, count my steps, plays music, monitors my health, has an emergency strobe light to help the coast guard find me on the bay, and tracks sleep metrics, it keeps pretty good time too. I just plugged it into my PC to charge and Bill Gates's W11 tells me I'm using 17.2 GB of its 28.9GB internal storage. It is just amazing and if we are going to have Musk put data centers in space to provide all the "intelligence" for a personal robot for the billions of inhabitants here, we may run out of sand on the beaches to build the chips. (just kidding on that!)