consumer-tech angle
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TechTimes · United States · Micron's biggest quarter ever: HBM sold out, margins near 81%
Reads Micron's record margins as an 'AI memory tax' on consumers: HBM capacity diverted to AI accelerators tightens commodity DRAM/NAND, pushing up PC and phone memory prices. The supply discipline that enriches Micron is the same force raising costs downstream.
“Record margins confirm an AI memory tax: capacity pulled into HBM tightens commodity DRAM and NAND, lifting the price of your next PC.”