The graphics processor market itself has been strong, as graphics processor market leader NVIDIA (NASDAQ: NVDA) reported 35% revenue growth year-to-date in gaming-oriented products (largely graphics processors that incorporate GDDR memory). However, cheers there’s another potential factor at play. http://austinrodriguezplace.khmermerchant.com/2016/11/27/again-well-show-you-how-to-determine-how-often-and-which-method-of-exfoliation-will-work-best-for-youNVIDIA’s high-end GeForce GTX 1080 and Titan X graphics cards use a type of memory known as GDDR5X, which is a faster version of the common GDDR5 memory technology that continues to dominate the graphics market. The market for traditional GDDR5 has several participants, including memory giant Samsung (NASDAQOTH: SSNLF) as well look here as SK Hynix. This means that Micron is just one of three vendors of commodity components in this market. However, Micron is the only vendor Enjoyed reading this of the higher-performance GDDR5X memory. This means that Micron currently faces effectively no competition in this segment of the market, which means that the company is likely fetching a significant premium for GDDR5X memory over standard GDDR5 memory. And, to the extent that GDDR5X-based products sell in place Nice sentiments of GDDR5-based products, Micron stands to gain revenue share as well. Investor takeaway Putting this all into perspective, if graphics-oriented memory makes up about 10% of the company’s DRAM sales, and DRAM sales make up around 60% of its overall revenue (it was 61% last quarter), then graphics memory sales are good for around 6% of Micron’s overall revenue.
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