
5G AND ELECTRIC CARS – SPOT ON ARORA CALL
By Nigam Arora & Dr. Natasha Arora Last week The Arora Report made an important call. We wrote, Both 5G and electric cars have been driving up the demand for semiconductor memory. However, the recent indications are that in the short term, the demand is weakening. With weakening demand in the short term, prices of DRAM and NAND are flattening. This could have an adverse impact on the earnings of Micron (MU). This call was unpopular. At least one industry insider wrote that we were COMPLETELY wrong. Now The Arora Report has been proven spot on. Micron is lowering its





