The semiconductor industry has faced various headwinds over the last year including supply chain issues and rising inflation. While inflation still looms, supply chain problems are working themselves out and there are several factors driving semiconductor demand growth. Jim Kelleher and Kim Forrest discuss these factors as well as specific companies like Micron Technology (MU) ahead of the company’s 2Q earnings results coming out Tuesday, March 29, 2022 after markets close.
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