Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung’s 2028 Warning
· finance.yahoo.com
Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]
Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology,...