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TSMC is a beneficiary but not as much as you'd think because NVIDIA charges a very huge markup and HMB DRAM is about half the BOM cost.
by xadhominemx 2y ago
TSMC is a beneficiary but not as much as you'd think because NVIDIA charges a very huge markup and HMB DRAM is about half the BOM cost.
- fragmede 2y agoWhy shouldn't Micron get a pop then though?
- nine_k 2y agoDRAM glut occurs periodically, cutting into their bottom lines, and DRAM is a pretty low-margin product due to fierce competition. So Micron is a riskier investment.
- xadhominemx 2y agoMicron stock has done very well.