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Micron Predicts Prolonged Memory Shortage, Announces $100 Billion Factory Investment

Importance: 85/1002 Sources

Why It Matters

The projected multi-year memory shortage and Micron's substantial investment highlight ongoing supply chain vulnerabilities and the critical demand for semiconductors, impacting numerous industries and consumer electronics.

Key Intelligence

  • Micron Technology anticipates an 'unprecedented' memory shortage extending beyond 2026.
  • The ongoing shortage is impacting various sectors reliant on memory chips.
  • In response, Micron has announced plans for a new $100 billion factory.
  • This significant investment aims to increase production capacity and address the global chip supply deficit.