(https://www.cnbc.com/2026/06/23/an-ai-price-war-could-take-the-thunder-out-of-pending-ipos.html) — and that's a memory chip demand cliff nobody's pricing yet. $MU posted $56.1B in annual revenue with ROIC of 41.3%, but if enterprise capex pivots to cheaper inference instead of premium training infrastructure, memory utilization flattens hard.

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