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21:00
May 05 ◎
Charles Liang CEO, Super Micro Computer, Inc. SMCI Q3 FY26 call
Memory and SSD prices have more than tripled over the last six months, a global supply phenomenon affecting all system builders. — This is a direct observation of inflationary pressure in memory prices, which benefits memory makers but hurts system builder margins across the industry.
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About MU Analyst Coverage

Buzzberg tracks MU (Micron Technology, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Charles Liang.