Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...
China isn’t allowed to buy nvidia AI GPUs anyway so the demand CXMT is primarily going to be filling is that which China can’t buy anyway. The DDR production is more of a secondary priority