Micron
A major semiconductor and memory technology company that manufactures DRAM, NAND flash memory, and other memory solutions.
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How Micron compares
3 creators weighed in
Samsung
Direct rival
South Korean electronics conglomerate
Both are among the three companies that make most of the world's DRAM and HBM chips.
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3 creators
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3 creators
Both are among the three companies that make most of the world's DRAM and HBM chips.
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"Hence why we split the DRAM manufacturing into an entirely different company like Micron, SK Hynix, and Samsung. These are the best companies in the world to do this."
Grouped with SK Hynix and Samsung as the three major DRAM manufacturers
"The explosive growth in Micron Technologies' profit in the latest quarter is extraordinarily good news for its shareholders but it comes at the expense of the artificial intelligence companies to which it sells fast memory chips."
Compared to oil producers relative to airlines — an essential input supplier profiting at customers' expense; mentioned alongside Samsung and SK Hynix as the three dominant HBM suppliers
"Micron smashed earnings. Revenue up 4x year-over-year, $9 billion to $42 billion, beat expectations by 16%. Big jump in guidance for Q4, $50 billion versus $43 billion. Their stock is up 10x. Shout out to Gavin — in our 2025 prediction s..."
Compared to SK Hynix and Samsung as the three global HBM makers
What creators say
"We're investors in Micro1 which builds data sets, and I believe they're doing this as well where they hire people to wear headsets and cut up vegetables."
More from This Week in Startups →"Hence why we split the DRAM manufacturing into an entirely different company like Micron, SK Hynix, and Samsung. These are the best companies in the world to do this."
More from Neil Movva →"There's three suppliers in there — you've obviously got the two Koreans and Micron, right? And they're selling to the same customers, selling to the Nvidias, selling to Apple. And there the dynamic is totally different — it's like screw you, we're..."
More from Rory O'Driscoll →"Not to nerd out about public stock investing, but Micron, which is obviously a key participator in the AI wave so far — it produces high bandwidth memory. The stock is up 250% over the last 12 months and it was a nine times forward PE multiple sto..."
More from Jack Moshkovich →
"The explosive growth in Micron Technologies' profit in the latest quarter is extraordinarily good news for its shareholders but it comes at the expense of the artificial intelligence companies to which it sells fast memory chips."
More from John Coogan →"Micron smashed earnings. Revenue up 4x year-over-year, $9 billion to $42 billion, beat expectations by 16%. Big jump in guidance for Q4, $50 billion versus $43 billion. Their stock is up 10x. Shout out to Gavin — in our 2025 prediction show he gav..."
More from Jason Calacanis →
"Micron market cap is up $150 billion today. Apple's market cap is down $210 billion. Almost a perfect value reallocation hinging on memory. Memory is expensive and so everyone is rotating over to Micron from Apple."
More from Jordi Hays →"It might not be inconceivable that Micron, the supplier of HBMs, might be more valuable than Meta in the next 6 to 12 months. It's already at like a trillion and Meta is like 1.3 to 1.4 trillion. Because it's still the bottleneck. Whatever is the ..."
More from Aravind Srinivas →
"Micron is also way way up. They extended gains to rise above $1,000 a share for the first time in history."
More from TBPN →
"Micron has a hundred billion dollar mega fab in New York and there's a lawsuit by six concerned citizens."
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