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    Micron CEO Sanjay Mehrotra ... and his team said key customers
    are only getting half to two-thirds of the memory they want.

    Samsung is now discussing three to five year memory contracts
    as AI demand soaks up supply. 

    SK Hynix said the global memory chip shortage could stretch
    toward the end of the decade.

     parts of the market are asking whether we’re already close to
     peak tightness and peak margins