Micron's Partnership with Nvidia in Blackwell Gaming Chips

Nvidia CEO Jensen Huang mentioned in his CES keynote that Micron is providing memory for the new Blackwell gaming chips. This announcement has generated anticipation and excitement among investors, leading to a rise in Micron's stock price. Micron already has a relationship with Nvidia, and their collaboration in the gaming industry is expected to further boost the semiconductor sector. The growing role of high-bandwidth memory in artificial intelligence also adds to the positive outlook for Micron.

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Bite Faang

03-23

Why i am thinking $Micron Technology(MU)$ is good buy when it dip. Key Findings on Supplier Relationship to $NVIDIA(NVDA)$ HBM3E Memory Supply: Micron is mass-producing 12-layer HBM3E memory for NVIDIA's next-gen GPUs (Blackwell architecture), which are critical for AI/data center workloads. Micron's HBM3E offers 36GB capacity and is integrated into NVIDIA's HGX B300/GB300 platforms, enhancing AI performance. Collaboration on Standards: Both companies are co-developing SOCAMM (System-on-Chip with Advanced Memory Modules) , a modular LPDDR5X solution optimized for NVIDIA’s Grace Blackwell Ultra Superchip. Market Positioning

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Faang","avatar":"https://community-static.tradeup.com/news/625066613341ce912b591209cf6f8d93","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567320710403556","authorIdStr":"3567320710403556"},"themes":[],"htmlText":"Why i am thinking&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is good buy when it dip.&nbsp; Key Findings on Supplier Relationship to&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; HBM3E Memory Supply: Micron is mass-producing 12-layer HBM3E memory for NVIDIA's next-gen GPUs (Blackwell architecture), which are critical for AI/data center workloads. Micron's HBM3E offers 36GB capacity and is integrated into NVIDIA's HGX B300/GB300 platforms, enhancing AI performance. Collaboration on Standards: Both companies are co-developing SOCAMM (System-on-Chip with Advanced Memory Modules) , a modular LPDDR5X solution optimized for NVIDIA’s Grace Blackwell Ultra Superchip. Market Positioning","listText":"Why i am thinking&nbsp;<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v> is good buy when it dip.&nbsp; Key Findings on Supplier Relationship to&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; HBM3E Memory Supply: Micron is mass-producing 12-layer HBM3E memory for NVIDIA's next-gen GPUs (Blackwell architecture), which are critical for AI/data center workloads. Micron's HBM3E offers 36GB capacity and is integrated into NVIDIA's HGX B300/GB300 platforms, enhancing AI performance. Collaboration on Standards: Both companies are co-developing SOCAMM (System-on-Chip with Advanced Memory Modules) , a modular LPDDR5X solution optimized for NVIDIA’s Grace Blackwell Ultra Superchip. Market Positioning","text":"Why i am thinking $Micron Technology(MU)$ is good buy when it dip. Key Findings on Supplier Relationship to $NVIDIA(NVDA)$ HBM3E Memory Supply: Micron is mass-producing 12-layer HBM3E memory for NVIDIA's next-gen GPUs (Blackwell architecture), which are critical for AI/data center workloads. Micron's HBM3E offers 36GB capacity and is integrated into NVIDIA's HGX B300/GB300 platforms, enhancing AI performance. Collaboration on Standards: Both companies are co-developing SOCAMM (System-on-Chip with Advanced Memory Modules) , a modular LPDDR5X solution optimized for NVIDIA’s Grace Blackwell Ultra Superchip. Market Positioning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/416731239366776","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Nvidia stock is beginning to turn into a value stock from its growth status if it can hold its moat AI roadmap.","text":"Nvidia stock is beginning to turn into a value stock from its growth status if it can hold its moat AI roadmap.","html":"Nvidia stock is beginning to turn into a value stock from its growth status if it can hold its moat AI roadmap."}],"imageCount":0,"langContent":"EN","totalScore":0}]}