456X on X: "Micron DRAM supply is set to remain constrained through CY28 as DDR5 spot pricing jumped 8% MoM, according to Barclays. New customer supply agreements now track market pricing dynamics rather than prior floor and ceiling structures. Barclays models Micron FQ1 DRAM ASP up 7% QoQ versus c… / X | Zootzle
