Chips & Hardware · Report

Micron reported record revenue but stock fell 32% amid concerns about cycle saturation, despite being fully booked through 2026.

HBM supply is no longer the bottleneck; capex boom now shifts from 'do we have enough HBM?' to 'will customers actually spend what they committed?'

Trade pressSlicast · July 18, 2026 at 13:02 UTC · US · Source: ad-hoc-news.de

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