Global memory chip companies are struggling to keep up with demand as the shortage worsens. The recent decline in Micron’s MU stock price shows how much the shortage has increased since three months ago. Despite a strong sales forecast, Micron’s operating income is now expected to be higher than ever before in a single quarter, highlighting the risks of customers finding new suppliers or negotiating better deals.
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Source: https://www.wsj.com/finance/the-long-term-threat-to-the-memory-chip-boom-is-innovation-bb289488