Subbu(@subbdue):Micron has seen 6 boom & bust cycles since 2000. In 2019, hyperscaler over-ordering crashed their revenue from $30B to $21B. In 2023, the pandemic unwind cut it in half again, from $30B to $15B. Has the AI super-cycle finally broken this pattern? Or is a reckoning coming? — especially since it's the same set of buyers, buying for the same reasons. I analyze Micron through three lenses: Engineering, Finance, and Strategy. The current tailwinds, and the possible headwinds. Full Article here:

Subbu

@subbdue

I develop AI inference Chips/SoCs for a living. Read my work and subscribe to my newsletter at

参加 June 2009

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Subbu@subbdue

2026.05.31 18:43

Micron has seen 6 boom & bust cycles since 2000. In 2019, hyperscaler over-ordering crashed their revenue from $30B to $21B. In 2023, the pandemic unwind cut it in half again, from $30B to $15B. Has the AI super-cycle finally broken this pattern? Or is a reckoning coming? — especially since it's the same set of buyers, buying for the same reasons. I analyze Micron through three lenses: Engineering, Finance, and Strategy. The current tailwinds, and the possible headwinds. Full Article here: