$Micron Technology(MU)$ The pe

$Micron Technology(MU)$ The person on CNBC is wrong in saying memory is easy to make. That's dead wrong. Memory is actually very hard to produce. Most talking heads on TV have no clue how difficult it is to manufacture leading-edge memory. These are vertically integrated companies with highly specialized fabs that get refreshed every 3 to 5 years with the latest 3D processes. Even TSMC wouldn't dare try to offer DRAM or NAND processes.

The moat for Micron is real.

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