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 […]
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Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung’s 2028 Warning
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 rev