Micron (MU) – The Memory Giant in the AI Frenzy: When Demand Checkmates Supply!

The recent signals from Micron are a wake-up call for the entire semiconductor sector. I rarely observe such a massive discrepancy between supply and demand as outlined by CEO Sanjay Mehrotra . The fact that the company can currently meet only about 50-67% of order requests from key customers is a clear indication of enormous pricing power. In my view, Micron is no longer just a supplier, but a strategic bottleneck in the global AI ecosystem. While the markets occasionally doubted the sustainability of the AI boom, Micron's significantly raised...