other material
confidence high
sentiment negative
materiality 0.55
Micron estimates Taiwan earthquake will cut up to mid-single-digit % of quarterly DRAM supply
MICRON TECHNOLOGY INC
- April 3 earthquake in Taiwan: no permanent facility, tool or infrastructure damage; all team members safe.
- Long-term DRAM supply capability unaffected; fab activity recovering well.
- Estimated impact: up to mid-single-digit percentage of a calendar quarter's company-level DRAM supply.
- Prior investments in robust infrastructure cited as beneficial for recovery.