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Open original source ↗The Three Most Important Things to Listen For Tonight on $MU call:
1. Do they still expect supply-demand tightness beyond 2026?
2. Are customers still only getting 50%-67% of requested supply?
3. Have SCAs expanded beyond the first signed 5-year agreement?
Quoted context
These are the quoted author’s words.
Another topic for the call is how HBM4E shipments (which they said last quarter was on track for 2027) will impact margins.
munster_gene ↗