Squawk on the Street Chips Extend Rally, Micron CEO "First on CNBC," Five More Years for Dimon? 1/16/26
18 snips
Jan 16, 2026 Sanjay Mehrotra, CEO and Chairman of Micron Technology, discusses the booming chip sector, highlighting a $250 billion U.S.-Taiwan trade deal for chip manufacturing. He shares insights on breaking ground for a new chipmaking complex in New York and Micron's technology leadership in DRAM and NAND. The conversation also touches on an expected supply crunch extending into 2027. Additionally, the podcast delves into Jamie Dimon's remarks about his desire to stay at JPMorgan for 'at least' five more years and the potential implications of this statement.
AI Snips
Chapters
Books
Transcript
Episode notes
AI Is Driving A Durable Memory Shortage
- Jim Cramer and Carl Quintanilla argue AI-driven memory demand created an unforeseen industry shortage.
- That shortage is now pushing prices up and reshaping supply investment plans.
Hyperscalers May Need To Fund Power
- Hosts note hyperscalers may self-fund power through on-site generation to support data center growth.
- But they caution many planned builds may not proceed due to grid and regulatory limits.
Power Limits Could Cap Build-Outs
- Hosts highlight power constraints as a hidden bottleneck for data center and chip expansion.
- They warn that grid limits and PJM forecasts could cap how much hyperscalers can actually build.
