EXCLUSIVE: Forget China — Samsung Is The Bigger Threat To Micron, SanDisk Investors, Says Nicholas Mugalli
Nicholas Mugalli says Samsung, not China, is the bigger memory-chip threat for Micron and SanDisk investors as supply fears rise.
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EXCLUSIVE: Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron
CXMT's blockbuster IPO sparked fears of rising Chinese competition across the memory industry. But Tema ETFs CIO Yuri Khodjamirian tells Benzinga investors are overlooking a crucial distinction between commodity DRAM and high-bandwidth memory, where Micron, SK Hynix and Samsung still hold a formidable technological edge.
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