The fiercer the fight between Apple and Micron, the more MRVL benefits.

As memory prices rise, Apple’s costs will inevitably rise as well.
In the end, it’s the consumer who pays.
But Apple thinks sales will decline, which will affect its stock price.
MU believes prices shouldn’t rise, and with production capacity already maxed out.
How will it meet the expectations in its next earnings report? How can its market cap keep climbing?
There’s no right or wrong in their fight—both are reasonable.
MRVL is the company most complementary to Micron.
Since capacity can’t be increased, the move is to optimize.
You can get an effect equivalent to spending five or six dollars with just one dollar.
So MRVL will be the biggest beneficiary of the Apple–Micron episode.
This fight is only a snapshot.
Just hold onto MRVL—if you know, you know.