Tesla and Elon Musk are mentioned in the context of the potential widespread availability of self-driving cars, which could create a surge in demand for memory and storage.
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You Might Not Believe This Prediction from Micron | MU Stock Deep Dive Part 3
Oct 5, 2026
Micron's (MU) recent earnings report and management outlook suggest a challenging supply-demand environment for memory and storage in 2027-2028, which is positive for memory suppliers like Micron, SK Hynix, and Western Digital. Despite potential demand softness in PCs and mobile due to price increases, data center demand remains strong and is expected to drive revenue growth for Micron through 2027. The next growth catalyst could be autonomous driving technology and humanoid robots, which will require significant memory and storage capacity.
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Apple is mentioned as an example of an OEM that is increasing prices across its product portfolio, which may lead to reduced demand in the PC and mobile markets.
Western Digital is mentioned as a memory and storage supplier that will benefit from the expected supply constraints and demand in the sector.
SK Hynix is mentioned as a memory and storage supplier that will benefit from the expected supply constraints and demand in the sector.
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