Micron Technology has taken the lead over NVIDIA as the top player in the memory market. This shift comes amidst a severe memory crisis affecting many companies. The global shortage of semiconductors, particularly memory chips, has pushed Micron to surpass its competitor, leaving many wondering if this is a temporary setback or a new trend in the industry.
Source: https://www.cnbc.com/2026/06/24/micron-is-techs-margin-king-memory-crisis-pushes-it-past-nvidia-meta.html