Micron’s memory boom: Is the industry’s cyclicality really ending?

In Breaking Analysis 322, we shared with you that our forecast of a $1 trillion silicon business arrived two years earlier than we had forecast. The reason for our 24-month miss was the bottleneck had moved from graphics processing units to memory. Micron Inc. gave us a new datapoint in its third-quarter earnings print. It […] The post Micron’s memory boom: Is the industry’s cyclicality really ending? appeared first on SiliconANGLE.