Comment by impossiblefork

This is only good for Micron if 4F^2 is actually unachievable though.

If others end up making denser cells and Micron can't they will genuinely be behind. 6/4=1.5. It is not a small improvement.

I think this is definitely the "interest rates are high, dropping research and just pushing out what we already makes gives us a higher valuation" type thing which can kill companies.