$Micron Technology(MU)$ Key things to remember and take away from the earnings call. Micron’s HBM3e supply is sold out for FY24 and much of the FY25 supply has been allocated…allocated doesn’t mean that it’s sold yet, so there is revenue and margin upside potential as market pricing continues to increase. This also means that pricing for other DRAM products will go up as well as suppliers balance the mix of HBM capacity with standard DRAM capacity.
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