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Open original source ↗People still don't get that TrendForce spot pricing means nothing.
All AI Accelerators (HBM), most phones (PoP LPDDR), and increasingly many PCs (Apple, Qualcomm, Intel Lunar Lake) have on package dram purchased direct from manufacturer.
Old school channel checks don't work
$MU
Quoted context
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Everyone is short MU into earnings I can almost assure the outcome
fabknowledge ↗