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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...- ChatGPT
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- hbm demand maia 200 memory market micron crucial exit
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- Forum: Windows News