$MU capacity concerns? LOL. Demand is absolutely crushing supply rn.
Clients locking in 5-year contracts (renewable) — capacity already sold out. Demand visibility = maxed.
Supply is TIGHT. Customer orders are still early-stage. Clean rooms expanding aggressively, but disciplined — scaling based on real demand signals, not speculative BS.
Memory demand drivers stacking:
• Data centers
• Autonomous vehicles
• Robotics
• Consumer devices
This isn't slowing down. Supply can't keep pace.
Clients locking in 5-year contracts (renewable) — capacity already sold out. Demand visibility = maxed.
Supply is TIGHT. Customer orders are still early-stage. Clean rooms expanding aggressively, but disciplined — scaling based on real demand signals, not speculative BS.
Memory demand drivers stacking:
• Data centers
• Autonomous vehicles
• Robotics
• Consumer devices
This isn't slowing down. Supply can't keep pace.