The Special Situation Cast

Javier López-Bernardo On Micron, Samsung and Hynix: Part II

November 25, 2020 Bram de Haas
The Special Situation Cast
Javier López-Bernardo On Micron, Samsung and Hynix: Part II
Show Notes

I’m interviewing Javier López-Bernardo. Portfolio manager at the Brightgate Capital Focus Fund. I’ve split up the interview in two thematic parts. This is part II and it will primarily concern the memory giant Micron (MU) but we also touch on a few other memory giants and industry dynamics.

Company website:

https://brightgatecapital.com/en/brig...