Micron Shares Rising, Nike Earnings on Tap, and Virgin Galactic’s Commercial Launch 6/29/23
Morning Call
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Micron's Results on Dynamic Random Access Memory
Micron is the largest market for DRAM ends up being servers. The memory makers don't have enough capacity to make high bandwidth memory, and that's what really lifts memory pricing. I think when you get towards the end of this year, you start seeing new server platform shipping. You continue to see great momentum around AI. And we start to see Micron moving back towards positive earnings again.
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