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Micron's latest earnings contained a message that could matter more than its record numbers.
Micron stock forecast: MU shares fall as China's CXMT advances DRAM technology, despite record earnings and bullish analyst price targets
A Chinese chipmaker nobody on Wall Street can trade just claimed a breakthrough in the most profitable corner of the memory market, and investors in Micron and SK Hynix are already paying the price before a single server chip has shipped.