Squawk on the Street cover image

Stocks Extend Losses as Oil Spikes, Micron CEO on Blowout Results That Didn't Help the Stock 3/19/26

Squawk on the Street

00:00

Prioritizing Capacity: HBM, DRAM, NAND Choices

Sanjay details how Micron prioritizes customers, product mix, and why capacity ramps won't meaningfully catch up until 2028.

Play episode from 13:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app