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Supermicro $19B Shock Meets Micron Taiwan Walkout as AI Hardware Hunger Deepens
Supermicro preannounced $18.5-19.5B against far softer guidance while Micron staff in Taiwan backed a warning strike; Nvidia cannot meet Chinese chip demand, Modal embraced Vera CPUs, and disk shortages widened. I read the week as physical proof that AI appetite still outruns supply.