micron crucial exit

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    Memory Market Rotation: Maia 200, HBM Demand, and Micron Exit

    The memory market is undergoing a structural rotation: suppliers are reallocating wafer and packaging capacity from commodity DRAM and NAND toward high‑bandwidth memory (HBM) and server‑grade DRAM for AI data centers, and that shift is forcing a showdown of strategy — Microsoft doubling down on...
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