Micron’s new long-term contracts signal a fundamental change in memory markets, with buyers pre-funding capacity and memory no longer treated as a traditional commodity.
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Memory Stopped Being A Commodity
Memory Stopped Being a Commodity
Micron’s new long-term contracts lock in demand and revenue, shifting memory from a volatile commodity to a strategic, prepaid input for large buyers.
Apple Greift Nach China-Speicher. Europa Hat Nicht Einmal Diese Option.
Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu beziehen, während Europa keine vergleichbaren Optionen hat. Die Situation offenbart Europas Abhängigkeit.
Apple greift nach China-Speicher. Europa hat nicht einmal diese Option.
Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu kaufen, während Europa keine vergleichbaren Optionen hat. Die Speicherknappheit offenbart Europas Abhängigkeit.
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