Which manufacturers can replace Maiwell's products?

NVIDIA (NVDA. America) and Micron Technology (MU). United States). Arcuri explained in the report that NVIDIA has established a more stable revenue source around its GPU and software fields, which is expected to benefit the company and give it a buy rating. In addition, Micron's third-quarter results announced on Monday exceeded market expectations, and the increase in memory demand may promote the growth cycle of DRAM business to be more lasting, which will benefit the company in 2022. Therefore, analysts also give the stock a buy rating.