$Micron Technology(MU)$ Food f

$Micron Technology(MU)$ Food for thought. If ASML is seeing a slight slowdown in orders, is that really a bad thing? Measured and calculated fab capacity increases leads to supply (and price) stability and prevents an oversupply situation from happening. It can also lead to periods of shortages which, as we know, allows for pricing power. This should really be viewed as a positive for the semiconductor industry.

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