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There are companies that you forget about — until you suddenly need them urgently. Micron Technology is one such company. For years, the market has labeled Micron as a cyclical commodity supplier, but it is now becoming a strategic key resource in the global AI race. The business model is simple and brutal at the same time: Anyone who wants AI computing power needs memory chips — and the market is practically controlled by three companies: Micron, Samsung, SK Hynix . The entire HBM production for 2026 is already sold out, and the order books...
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