$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$
Micron is spending big money, but not on fabrication plants, but on everything that supports the fabrication process. Micron, like SanDisk and SK Hynix, understands that to build the next gen chips, they are going to have to rebuild everything from the ground up, and that is what they are doing. But as far as actual chip production, forget that. Ride the gravy train.
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