Micron says data-center memory demand exceeds supply, customers price-insensitive

@RJCcapital

$MU at Micron conference management says data-center memory demand remains well above available supply, with some customers signing commitments extending through 2030 > it cannot meet even half of customer demand from data centers. > management says customers remain largely

@DudeWhoInvests

Micron $MU CEO just said this: “Data center memory demand is so strong it still can’t meet even half of customer needs while buyers remain largely insensitive to pricing.” This should end the current debate on memory. But it won’t and the stock is still down on the day albeit a https://t.co/uf8gI19H3x

@MentoviaX

BREAKING: $MU Micron says customers remain largely insensitive to memory pricing, while data-center demand is so strong it can’t meet even half of customer needs. Demand visibility now extends multiple years.

@blckchaindaily

🚨 MICRON $MU SAYS DATA CENTER MEMORY DEMAND SO STRONG IT "CAN'T MEET EVEN HALF" OF CUSTOMER NEEDS, BUYERS LARGELY PRICE-INSENSITIVE

@TraderKP_TH

ซีอีโอ Micron เผยว่า "ดีมานด์ชิป Memory" จาก Data Center ล้นมากจนผลิตไม่ทัน แม้แต่ลูกค้ารายใหญ่ยังได้ชิปไปไม่ทันครบตามที่ต้องการ #FollowTheFuture งานสัมมนาหุ้นเทคที่ใหญ่ที่สุดในไทย ปิดขาย #BlindTicket สิ้นเดือนนี้

@TradexWhisperer

$MU $SKHY $DRAM $SNDK CUSTOMERS WANT MORE MEMORY. THEY DON'T CARE ABOUT HIGH PRICES. "Our customers are telling us that despite the fact that the prices are at very high levels, they are eager to get more supply because they are not able to meet their own business case.