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Micron Q3 earnings beat with raised guidance on strong HBM and AI DRAM demand; take-or-pay contracts locked multi-year volume.

Validates Micron's HBM supply chain fortress; contractual commitments insulate from near-term demand shocks; memory duopoly pricing power intact.
Trade pressSlicast · July 20, 2026 · US · Source: 24/7 Wall St.
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