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공시 문구 변화

마이크론 10-Q 위험요인 변화

2026-03-19 공시와 2026-06-25 공시의 Item 1A Risk Factors를 기계적으로 비교합니다.

12건자동 비교된 문장 변화
8건문구 변경
3 추가 · 1 삭제문장 단위

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변경

이전
A disruption in our relationship with any of our top customers or a significant decrease in demand for our data center products, or in the overall data center end market, could adversely affect our business.

이번
A disruption in our relationship with any of our top customers or a significant decrease in demand for our data center products, including due to disruptions or delays in the build-out of data centers by our customers a…

변경

이전
Additionally, any commitments made under longer-term supply arrangements could constrain our available supply and limit our flexibility to respond to changes in market conditions, including shifts in demand, pricing, or…

이번
Additionally, we have entered into, and expect to continue to enter into, strategic customer agreements with certain customers with binding commitments for specific volumes over the multi-year contract terms. Pricing fo…

추가

이번
Such long lead times increase the risk of excess inventory or loss of sales in the event our forecasts vary substantially from actual demand.There can be no assurance of the following:•we will be successful in developin…

변경

이전
These fluctuations may not be related to our specific financial or operating performance or our expectations regarding our financial or operating performance.For these reasons, investors should not rely on recent or his…

이번
These fluctuations may not be related to our specific financial or operating performance or our expectations regarding our financial or operating performance. In addition, stock price fluctuations could impact the value…

삭제

이전
52Table of ContentsOpinions, perspectives, and expectations on sustainability and governance matters may differ amongst our stakeholders and may evolve over time.

변경

이전
38Table of ContentsRisks Related to Our Business, Operations, and IndustryVolatility in average selling prices for our semiconductor memory and storage products may adversely affect our business.We have experienced sign…

이번
Over the past five fiscal years, annual percentages changes in DRAM average selling prices have ranged from an increase in the low 40% range to a decrease in the high 40% range. DRAM average selling prices increased app…

변경

이전
Additionally, difficulties in obtaining labor, skilled sub-contractors and other service providers, or other resources could result in delays in completion of our construction projects and cost increases, including cost…

이번
Additionally, difficulties in obtaining labor, skilled sub-contractors and other service providers, or other resources could result in delays in completion of our construction projects and cost increases, including cost…

변경

이전
Acquisitions of, or strategic transactions with, technology companies or assets are inherently risky and may not be successful and could have a material adverse effect on our business, results of operations, or financia…

이번
Acquisitions of, or strategic transactions with, technology companies or assets are inherently risky and may not be successful and could have a material adverse effect on our business, results of operations, or financia…

변경

이전
Our inability to do any of the foregoing could have a material adverse effect on our business, results of operations, or financial condition. 58Table of ContentsDebt obligations could adversely affect our financial cond…

이번
Our inability to do any of the foregoing could have a material adverse effect on our business, results of operations, or financial condition.57 | 2026 Q3 10-QTable of ContentsDebt obligations could adversely affect our …

변경

이전
As a result, it may be difficult to accurately forecast such demand, and we have incurred and may continue to incur costs in anticipation of demand that ultimately may not materialize or may not be sustained.

이번
As a result, it may be difficult to accurately forecast such demand, and we have incurred and expect to continue to incur costs in anticipation of demand that ultimately may not materialize or may not be sustained.

추가

이번
52Table of ContentsThe global memory and storage industry has experienced consolidation and may continue to consolidate.

추가

이번
In addition, public and governmental perceptions regarding the use and impact of AI may evolve over time.

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