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Quote

We've seen billions of dollars burned in prior down cycles for memory

From Bloomberg Intelligence · May 27, 2026

“
We've seen billions of dollars burned in prior down cycles for memory makers, and so they want reassurances that look, if we're gonna spend billions of dollars on these fabs, we wanna get the ROI for them. And so these structural agreements potentially change the cyclicality in the future.
Jake Silverman
Memory Chip Frenzy Sends SK Hynix, Micr…
Bloomberg Intelligence
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