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With a Massive Investment of 25 Billion to Expand Its Sanzhou Factory, Can Micron Maintain Its Pricing Power in the HBM Arms Race?
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Micron Technology has officially joined the trillion-dollar market capitalization club. The memory chip giant briefly surpassed this milestone in late May 2026, and currently holds a record high of €833. Year-to-date, its stock price has surged approximately 210%. This surge is driven not only by AI concepts, but by a real structural disconnect – the expansion of supply-side capacity is far outpaced by the explosive growth in demand. With a capa…
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