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Micron Just Sent a Signal Wall Street Hasn’t Seen in Years
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Micron has closed its consumer memory business and shifted to a system centered on HBM. It has decided to build a new HBM plant worth 14 trillion won in Hiroshima, Japan, reshaping the global AI memory war. This is interpreted as a full-scale move to increase influence between SK Hynix's dominance and Samsung Electronics' counterattack. Micron recently abandoned low-margin products and focused on high-value-added products under the Crucial brand.
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