\-Partnership announced with Applied Materials to develop next-generation DRAM and HBM for AI systems.
\-Collaboration centered around Applied’s $5B EPIC semiconductor R&D center to improve materials and manufacturing processes.
\-Micron confirmed plans for a new DRAM manufacturing facility in Taiwan to expand AI memory production and has fully acquired the facility.
\-Micron launched the world’s first 256GB SOCAMM2 LPDRAM module for AI data centers and sent samples to customers (Uses about ⅓ the power and space of traditional RDIMM memory).
\-Earlier announced $24B expansion of Singapore NAND manufacturing operations continued moving forward, fully confirmed deal.
\-The Warsh sale from the new fed chairman pick. Killed the market that week.
\-Trump shit himself.
\-Our sub has grown from under 1k weekly visitor to 13k weekly visitors.
\-Steam and many other prominent companies have pushed back product launches due to storage shortages.
\-Microns CFO confirmed earnings will be greater than previously guided for.
\-He also confirmed that HBM4 production and shipment began earlier than expected.
\-SK Hynix and Samsung are facing a helium shortage
\-Major stock indexes dropped as investors worried about economic slowdown due to the war.
\-The S&P was $695.41, while micron closed at a high of 437.80. At the time of writing, the Spy is $665 while MU is $436. I am sure we will jump over our intraday high shortly.
\-WDC, SNDK, and STX earnings to follow in april.