stock is up 140% in 6 months. MU has gone from $5 to current level of $12.
Micron acquired Elpida and both were/are FORM customers. Acquisition of Elpida has resulted in fewer DRAM players and better DRAM price stability.
How come Micron has benefited so much from improving memory dynamics while FORM is stuck as the same level?
6-months ago both stock (MU and FORM) were around $5.