Micron Technology, Inc: Dead or Alive? Part 2 | Value Investor Chatter | #146

Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out.

Episode Outline

(0:00) Intro

(1:30) Morgan Stanley Micron Report

(10:30) Inventory in the market & spot price of PC DRAM

(24:15) PC DRAM spot price prediction

(28:45) PC DRAM corporate market & Window 11 update

(33:00) Long-term prospects for the spot price

(37:50) PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs

(43:10) Price prediction prior to COVID

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

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