Best of Bloomberg Intelligence (03/29/2022)

The video discusses a company's strong financial performance, driven by growth in data centers, auto, and 5G markets. Despite supply chain concerns due to the Ukraine war, margins exceeded expectations. The company did not raise dividends but engaged in share repurchases. It is diversifying its supply chain, with most manufacturing in Southeast Asia and R&D in the US. The chip market, particularly memory chips, is an oligopoly, and the company is cautious about expanding capacity, considering market demand and potential subsidies from the Chips Act.

Discuss the significance of Micron's presence in the United States and its diversified supply chain.

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What challenges does Micron face in expanding its manufacturing capacity in the memory chip market?

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