Tech Jargon -- AMD And Micron -- An Update -- December 23, 2024

Locator: 44517TECH.

Analysts' comments and recommendations with regard to tech (with regard to anything, actually), are a dime a dozen. With inflation, maybe a buck a dozen. Whatever.

But it may be helpful to know what folks are thinking and, along the way, hopefully, one picks up some information about the state of the industry.

Two recommendations from analysts today, link here: AMD and Micron. I hold both in my tech portfolio, and I have very specific reasons why I hold both. So, naturally, I was interested in the story at the link.

With regard to AMD, nothing to add, but note the writer did not forget Xilinx. That's why I have AMD.

But the "stuff" on Micron was interesting. I could be wrong, but the writer did not say what HBM stands for. So, here we go:

From the article:

In particular, the analyst liked Micron’s HBM opportunity, where the trade ratios are 3-to-1 to DDR5 and moving to 4-to-1 with the move to HBM4, a structural shift Frankel did not witness in any other memory cycle.

Industry HBM supply continues to be an issue to watch as supply does not catch up to demand well into calendar 2025.

For Micron, Frankel’s viewpoint on HBM is more related to the overall implications of DRAM bit supply, with HBM3E garnering a 3-to-1 trade ratio and HBM4 a 4-to-1 trade ratio, creating a favorable supply and demand dynamic.

Hopefully this helps:

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