Micron Sees RAM Shortage Through 2028, Defying Mag 7 Investors — SkimNews
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- Micron delivered a bullish forecast, though its stock wobbled amid chip cycle and margin worries
- Memory industry executives expect a RAM shortage to continue through 2028, framing the supply environment that underpins Micron's outlook
Why it matters: Micron's bullish forecast contrasts with a stock that wobbled on chip cycle and margin worries, while memory executives see a RAM shortage stretching through 2028 — a split signal that complicates how investors frame Micron alongside Magnificent 7 names that don't face the same supply-and-cycle dynamic.
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