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MRAM data storage
Posted on 5/8/26 at 4:48 pm
Posted on 5/8/26 at 4:48 pm
Is going off! Thank you Upperdecker! You are The Man!
This post was edited on 5/8/26 at 4:58 pm
2
Posted on 5/8/26 at 6:10 pm to LChama
Posted on 5/8/26 at 6:22 pm to Upperdecker
Only got 5 calls before the run but it was enough to make my weekend!
Whats the word? The only chip that can survive in space applications? Or is this just a squeeze?
Whats the word? The only chip that can survive in space applications? Or is this just a squeeze?
Posted on 5/8/26 at 6:49 pm to LChama
I’m planning on holding as long as memory mania is going on. This one is very speculative so it’s high beta and can come down far if/when memory comes down
Posted on 5/9/26 at 10:03 am to Upperdecker
From ST…please please let this be accurate
Posted on 5/9/26 at 10:49 am to Upperdecker
Too late to get in?
Posted on 5/9/26 at 11:34 am to Upperdecker
I'm in at 19, gonna ride
Posted on 5/9/26 at 11:34 am to frankthetank
I dont know. I dont think so. Next gen technology
Posted on 5/9/26 at 3:26 pm to LChama
Space data centers are vaporware. Just pure hype, there is no monetary and practical application for space data centers.
They would have to be massive just to dissipate the heat, not even accounting for the cost of putting up there and somehow maintenance
They would have to be massive just to dissipate the heat, not even accounting for the cost of putting up there and somehow maintenance
Posted on 5/9/26 at 5:06 pm to LChama
Wish I had gotten in this spec play.
The issues are what kind of market is there really and why is it that they have a small share with all the patents, IP, and position as a leader in this space? 4 quarters ago they had 19 million in revenue and the most recent quarter it was 14.9 million. In the last 4 quarters they had 60 million in sales of a market that has been estimated to be one billion.
If market demand in this arena exploded, what's to stop SNDK, MU Samsung, and SK Hynix from taking over? It seems that MRAM have a bunch of patents that could be attractive for someone that buys them out.
The issues are what kind of market is there really and why is it that they have a small share with all the patents, IP, and position as a leader in this space? 4 quarters ago they had 19 million in revenue and the most recent quarter it was 14.9 million. In the last 4 quarters they had 60 million in sales of a market that has been estimated to be one billion.
If market demand in this arena exploded, what's to stop SNDK, MU Samsung, and SK Hynix from taking over? It seems that MRAM have a bunch of patents that could be attractive for someone that buys them out.
Posted on 5/9/26 at 7:23 pm to UltimaParadox
Posted on 5/9/26 at 7:32 pm to The Egg
That's a lot of buzzwords. Orion is low power compute, Jetson platforms.
Those are being used today
Those are being used today
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