Business · 1h ago
Micron exec hints Apple’s buying spree worsened memory shortage
Micron CBO Sumit Sadana told the WSJ that Apple's aggressive purchasing tactics contributed to the current memory shortage. The comments came after Micron reported a blockbuster earnings quarter. Apple's demand for DRAM and NAND chips has strained supply chains already tight from AI and data center growth.
Meridian48 take
Sadana's public finger-pointing at a key customer is unusual and suggests Micron sees Apple's inventory hoarding as a systemic issue, not just normal procurement.
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Micron exec suggests Apple’s aggressive purchasing tactics helped fuel memory shortage →
9to5Mac
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