MICRON a SOLID BUY - DRAM going into automotive and mobile.
Micron is expanding into many new markets for DRAM and the acceleration phase of further adoption of their technology is beginning to show in certain end markets. Automotive, Mobile and Data Center is showing increasing demand for DRAM even as PC market is declining. What this means is that DRAM is transforming to now be used in ALL PRODUCTS and CHIPS that are being built for new markets. The main reason why is that cost is dropping and memory bandwidth is in demand to further enhance the products they are being put in.
INTEL next gen SOC (system on a chip) designs will need DRAM integrated on the chip.
INTEL next gen SOC (system on a chip) designs will need DRAM integrated on the chip.
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