Micron may face more competition in ordinary server memory, but CXMT has not shown it can replace Micron’s high-speed AI memory. CXMT has also raised prices, so this report does not show cheaper supply hurting Micron today.
This could eventually give Micron more competition in ordinary server memory. But Micron’s high-speed stacked memory serves a different need, and CXMT has not shown it can replace those chips. CXMT has also raised prices, so the report does not show that cheaper supply is already hurting Micron.
SK hynix may face more competition in ordinary server memory, but CXMT has not shown it can replace SK hynix’s high-speed AI memory. CXMT has also raised prices, so this report does not show cheaper supply hurting SK hynix today.
Follow Micron Technology Inc (MU) free. When we publish a story about it, you get the plain-English explanation as an alert.
Get alerts for MU