Micron’s memory boom: Is the industry’s cyclicality really ending?
Posted
Friday,
October 23, 2026
1:27 pm
Dave Vellante (via SiliconANGLE)
In Breaking Analysis 322, we shared with you that our forecast of a $1 trillion silicon business arrived two years earlier than we had forecast. The reason for our 24-month miss was the bottleneck had moved from graphics processing units to memory. Micron Inc. gave us a new datapoint in its third-quarter earnings print. It […]
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