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1 day ago, 08:36 PM
Edgewater: Feedback suggests Nvidia likely signed a multi-year supply agreement for DRAM/HBM with SK Hynix and Micron. CY27 HBM pricing is not expected to be settled until late 2H26.
$NVIDIA(NVDA.US) $Micron Tech(MU.US) $DRAM $EWY
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