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Rambus, Inc.
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Re: It sounds like faith is returning in memory manufacturersThis is definitely a sharp semiconductor correction. But that shouldn't be surprising after the Covid / work at home boom in PCs, etc, Micron has built up a solid balance sheet over the last decade or so. They also have a good CEO now - Sanjay Mehrotra - who co-founded SanDisk. They also have a good relationship with Rambus - just check here where it's Micron's memory and Rambus' RCDs: I bought some more MU shares last week. So, in my view, they're a long way from their jerky Appleton days! |
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