Despite projections of memory shortages for PCs and phones, producers like Micron will proceed cautiously in adding new capacity, mindful of past downcycles (Dan Gallagher/Wall Street Journal)
Dan Gallagher / Wall Street Journal:
Despite projections of memory shortages for PCs and phones, producers like Micron will proceed cautiously in adding new capacity, mindful of past downcycles — Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand — The world needs a lot more memory chips and hard drives.
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