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Micron has halted construction on its multibillion-dollar memory facility in Taiwan following an unexpected labor dispute, raising concerns over high-bandwidth memory supplies needed for the AI boom. With Taiwan accounting for roughly 60 percent of Micron's global DRAM output, this delay threatens to impact future capacity planned for 2028 using ASML equipment. Despite these operational headwinds, fundamental metrics remain solid, with revenue growth exceeding 256 percent and gross margins topping 80 percent, earning the semiconductor giant a Strong Buy rating on Seeking Alpha. Resolving this setback quickly will be critical as competitors race to dominate AI hardware infrastructure.
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