POPA ReconMicron Chief Business Officer Sumit Sadhana, KeyBanc (August 10):
Micron Chief Business Officer Sumit Sadhana, KeyBanc (August 10): “If some customers are willing to venture out under the terms of this SCA... what happens when the next supply shortage occurs? They may not get much allocation then. We had customers who were very tactical with memory in the past, and those customers are now having more trouble getting allocations.”
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