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“enjoying the von Neumann architecture during the great memory shortage of 2026”
@semianalysis_
Memory shortage in 2026 drives pricing power and earnings upside for Micron, the leading US DRAM/HBM maker.
MULONG@ $1,118.21
$814.59-27.15%
since call Jun 20
“enjoying the von Neumann architecture during the great memory shortage of 2026”
@semianalysis_
SK Hynix is the dominant HBM supplier with all 2026 capacity sold out, positioning it as the primary earnings winner of the memory shortage.
SKHXLONGIDEA · NOT YET PRICED
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