Micron Technology
also referred to as: micron
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Ben Thompson · said 3 times in 2 episodes since 2026 · across every show →
Mentions by year
brought up most by Ben Thompson (2), Reiner Pope (1)
tap a year for its mentions
Everything said about Micron Technology, oldest first
Feb 12, 2026 neutral
Feb 26, 2026 bearish
Pope predicts supply crunches across the entire AI hardware supply chain
“The supply chain we're gonna have crunches on, on all of the supply chain, really. So if you look at the, sort of, the big components of what any company, but like us, for example, build-out there is dependency on Logic Dies from typically TSMC, maybe Samsung,…”