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BofA's Vivek Arya says AI has permanently changed the memory chip market. Micron's blowout earnings, 16 customer LTAs, and sub-10x forward P/E are the evidence.
Micron picked Bechtel as EPC partner for Phase 1 of its $100B Clay, New York semiconductor complex — the largest private investment in state history — with immediate mobilization at White Pine Commerce Park.
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