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Squawk on the Street
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Future Insights of the Semiconductor Industry
This chapter explores the current challenges and future prospects of Micron's operations within the semiconductor industry, focusing on the inventory issues in the PC and smartphone markets. It predicts a transformative growth trajectory by 2025, driven largely by AI and data center demands, particularly through high bandwidth memory products. The discussion also highlights the need for supply discipline and innovation amidst increasing competition and geopolitical complexities.
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