Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1

Micron, Nike, and Accenture are each restricting supply, volume, or hiring to rebuild pricing power rather than chase near-term growth.

• Micron locks in buyers: Micron is funding $25B in cleanroom construction through 1H2027 and using that bottleneck to force AI chip buyers into multi-year, take-or-pay upfront cash contracts covering 75% of 2026 capacity.
• Nike sacrifices volume for prestige: Nike cut core Dunk production nearly in half and killed discount digital channels in China, deliberately eating a $200M revenue hit to restore scarcity.

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