The Ledger
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Calacanis: Micron's $100B New York Fab Took 1,200 Days to Break Ground
“Micron has a hundred billion dollar mega fab in New York, and there's a lawsuit by six, one, two, three, four, five, six concerned citizens. And the project has taken 12, 1200 days, 1200 days between their announcement and the groundbreaking, and they spent 61…”
Calacanis: ASML stock falls 17% as Chinese competitor CXMT surges 500%
“Well, ASML stock is down 17% on news that China is getting into that business and Chinese memory maker CX MT went public surging almost 500% on its debut market cap over four 50. And so that hurt Micron Samsung, et cetera, who were all down.”
Baker: Micron locks in 50% of revenue with four customer agreements
“They announced that they have these SCAs, these supply chain agreements, That have a floor and a ceiling for prices with an increasingly large group of large customers. And this covers essentially 50% of their revenue, I think, with just four customers.”