Hopper58 schreef op 20 december 2025 11:35:
Een vraagje voor nine_inch: heb jij een idee waar het over gaat in deze vraag tijdens de MU-earnings?:
'And then on share as you move into next year, obviously, there is a large competitor that is looking to become more competitive. Competitive at three. We have not heard anything on four yet.
How do you feel about your competitive positioning into next year? And do you think that you are going to make any strategic decisions differently based on the public, you know, certification of their memory in the next couple of months? Thank you very much.
Sanjay Mehrotra: We feel very good about our competitive position. We feel very, very good about our product and our HBM4 product that we have highlighted as industry-leading performance over 11 gigabits per second. The best specifications in the industry with our performance, and, of course, we feel very good about the power consumption in our product as well. You know, in the past, we have shared with you that how our HBM3E is 30% lower power than any of the competitors in the industry, and we are maintaining that momentum of low power, which, you know, is in data center applications is very important. Yeah. So we are maintaining our performance and power.'