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“if one or two of the memory companies can only make a certain speed of ram and the other can't then yes, we are in new territory”
@ContrarianCurse · SuspendedCap
Micron's HBM4 architecture lead exempts it from commodity DRAM cycle dynamics — demand structurally outpaces supply through 2027.
MULONG@ $1,122.70
$814.92-27.41%
since call Jun 26
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