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JPMorgan Micron Research: Even with the new plant starting production ahead of schedule, it can only meet half of the demand; contextual window storage becomes a new growth driver for NAND.

JPMorgan Micron Research: Even with the new plant starting production ahead of schedule, it can only meet half of the demand; contextual window storage becomes a new growth driver for NAND.

Micron Technology executives sent a clear signal at the latest investor meeting: Even with new wafer fabs coming online in 2027, the tight supply-demand situation for DRAM and HBM will remain difficult to resolve. According to Wind Chaser Trading Desk, Micron’s CFO Mark Murphy and Chief Business Officer Sumit
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