Micron has emulated TSMC and is spending $1.8 billion on a RAM factory. Don’t clap yet

Taiwan is becoming one of the technological hotspots worldwide. If the country was already at the center of the technology sector because it is the home of TSMCwill now take on more prominence in the new era of AI. Your crown jewel is investing an astronomical sum in the United States and, now, the American … Read more

Everyone blames the manufacturers for the lack of memory. Micron says real bottleneck lies elsewhere

For months, memory shortage It has established itself in the technological debate as one of those phenomena that do not seem to need too many explanations. If RAM is missing and prices risethe immediate conclusion is that someone is privileging AI and leaving the consumer aside. That idea has resonated strongly, especially after visible decisions … Read more

The RAM memory crisis seemed to have its months numbered. Micron has a completely different perspective

They say that there is never a bad time to do something you really want and that, many times, the only thing that stops us is finding the right excuse not to start. That idea can work in many areas, but today it doesn’t fit very well if what you have in mind is build … Read more

We believed that Nvidia was the company that had benefited most from AI. Micron is ridiculous

Micron is at historical maximums in Nasdaq, and rightly. The American manufacturer is taking a lot of benefit from the FEVER through the AI ​​and the data centers. The demand for memory chips is growing extraordinarily, but that has two faces. A good for micron, and another bad for customers and consumers. They all love … Read more

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