Micron conference call: "Good days are still ahead!" CEO bluntly states that HBM will be sold out in 2026 and is signing "unprecedented" long-term contracts
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Contrary to market concerns about "slowing AI demand," Micron's CEO stated that the HBM capacity for 2026 is not only not remaining but has already been locked in. More importantly, Micron warned that the entire industry is facing a "structural shortage," and it can currently only meet about half to two-thirds of the order demand from core customers. At the same time, the company is negotiating a "historic," more binding, and specifically committed multi-year supply contract with customers
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