$MU GLOBAL EXPANSION COULD TIGHTEN MEMORY SUPPLY THROUGH 2026 🔥
Micron is pouring billions into U.S. and Asian fabs — the Manassas factory already hit 1α nm production, and Boise is set for 2027. Hiroshima's ¥15 trillion HBM fab won't ship until 2028. That means DRAM/NAND shortages stick around until after 2026 with prices staying firm.
Crypto miners and AI token projects both compete for the same memory hardware — tighter supply often squeezes margins. The $50B Boise investment alone signals this isn't a short-term blip. How do you see this affecting GPU-based mining profitability?
Not financial advice. Always manage your risk.
#MU #Semiconductors #MemoryShortage #AI #Mining
🔥
Micron is pouring billions into U.S. and Asian fabs — the Manassas factory already hit 1α nm production, and Boise is set for 2027. Hiroshima's ¥15 trillion HBM fab won't ship until 2028. That means DRAM/NAND shortages stick around until after 2026 with prices staying firm.
Crypto miners and AI token projects both compete for the same memory hardware — tighter supply often squeezes margins. The $50B Boise investment alone signals this isn't a short-term blip. How do you see this affecting GPU-based mining profitability?
Not financial advice. Always manage your risk.
#MU #Semiconductors #MemoryShortage #AI #Mining
🔥