$Micron Technology(MU)$ The drop across the semiconductor industry generally and Micron most, was due to rehashing of the news that the US commerce dept is considering more restrictions including ban on export of latest gen HBM to China. Micron has actually been under this restriction since last summer for some of its top end products, but mostly the impact is on nVidia top end server GPU which by implication is also nVidia supplied HBM from Micron, so this is old news and already factored into revenue and earnings projections.
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