in postMUMULONG

“I find it hard to understand why some people are interpreting Micron's latest LTA signing as the end of the memory price upcycle.”

Micron's LTA signings signal supply lock-in, not cycle peak — memory price upcycle is near its beginning, not its end.

MUMULONG@ $1,191.90

$825.14-30.77%

since call Jun 24

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