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“DRAM pricing remains on track to double again this year driven by sustained supply-demand imbalance across these product categories”
@zephyr_z9
DRAM ASPs doubling in 2026 drives Micron revenue to record highs, with Q3 earnings in two days as the next proof point
MULONG@ $1,104.53
$815.12-26.20%
since call Jun 23
“Uber bullish for Samsung as well”
@zephyr_z9
DRAM ASPs on track to double in 2026 — a once-in-four-decades shortage lifts Samsung's memory revenue to record highs
SMSNLONGIDEA · NOT YET PRICED
TIMESTAMPS
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