China hasn't told Micron why it failed security review, or what its ban means
Also on smartphones, Murphy offered a view that the market has softened a little. Micron previously assessed the market for the devices as flat or perhaps offering slight growth. Now, he said, he expects a small dip.
The datacenter offers a better outlook, with demand for DDR5 RAM strong, and likely to accelerate as AI workloads expand. "Supply growth is slowing and demand continues to increase," Murphy told the event. We are seeing pockets of price stabilization, and some isolated increases," he added. Occasional price spikes on spot markets are encouraging, because they're sometimes moving customers to buy ahead of possible further price rises.
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