$MU just laid out a roadmap showing steady growth through 2030. Their thesis? Supply-demand dynamics tightening for the rest of the decade.
The old playbook of treating memory chips as purely cyclical might need an update. If they're right about structural demand shifts—AI infrastructure, data centers, edge computing—this isn't your father's semiconductor cycle anymore.
Worth watching whether execution matches the narrative.
The old playbook of treating memory chips as purely cyclical might need an update. If they're right about structural demand shifts—AI infrastructure, data centers, edge computing—this isn't your father's semiconductor cycle anymore.
Worth watching whether execution matches the narrative.