概念
long-term supply agreements
31:08Memory Companies Have Destroyed the Consumer MarketGamers Nexus · 2026-09-21Micron, Samsung, and SK Hynix are locking up memory supply, pushing consumer RAM and SSD prices sharply higher.↪ 提到於 9:44
29:34Disgusting Greed of AI Memory Companies: Micron's 90% MarginGamers Nexus · 2026-10-12Micron reported 90% consumer memory gross margins as AI demand sent data center revenue soaring and booked over 75% of 2027 output.