Monday, May 4, 2026

Chart Of The Day -- Memory Chips -- May 4, 2026

Locator: 50712MICRON. 

Chart of the day: MU -- up $35 today; up $75 in past five days -- 

One year:

This is the problem: only four suppliers -- link here. And of the three -- Micron, Samsung, and SK Hynix -- only one is an American company. Sandisk and Micron are not direct competitors. So for US investors, it's mostly Micron -- unless one wants to invest in a South Korean company.