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Micron's record 84.9% gross margin in fiscal Q3 2026 was almost entirely a pricing story—DRAM prices surged over 60% quarter-over-quarter while bit shipments grew only in the low single digits. The critical question for investors is how much of that pricing power is now contractually capped. With ro

Micron's record 84.9% gross margin in fiscal Q3 2026 tells a story that is both impressive and inherently self-limiting. The margin expansion was almost entirely a pricing phenomenon—DRAM prices surged in the low 60s percent range quarter-over-quarter while bit shipments grew only in the low single