bubble boi
Let’s see 2028.
5 hours agobubble boibubbleboi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The entire 2027 production capacity for DRAM and NAND memory has reportedly been sold out for the three major manufacturers. This update highlights a strong demand environment for $MU (Micron), alongside Samsung Electronics and SanDisk, with production fully allocated through 2027.

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head of risk @thru_xyz.