반도체·하드웨어 · 리포트
TradingKey's Micron forecast flags data-center construction curbs as a valuation drag, while long-term agreements and HBM price hikes support earnings.
Long-term supply agreements and HBM price increases suggest memory vendors keep pricing power through the AI buildout, even as construction slowdowns pressure sentiment.
업계 전문지Slicast · 2026년 11월 6일 22:08 UTC · 미국 · 출처: TradingKey
중요도 45