CLSA Sees Micron Technology (MU) Reducing Output
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CLSA Comments Further on Server DRAM Quality Issues (MU) (AMZN)
March 29, 2019 7:37 AM EDTIn a separate note, CLSA analyst Sanjeev Rana comments "We understand that Amazon is in now talks with Hynix/Micron on the possibility of additional server DRAM shipments if it cant reach a settlement with SEC. Unlike SEC, Hynix/Microns 1x nm mainstream server DRAM products havent seen... More
