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    <title>KLAC on X Bull Signals | Global Insight</title>
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      <title>📌 X Insight Update[x_fin] (2026/03/23 01:53)</title>
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&lt;li&gt;&lt;strong&gt;Micron Technology ($MU)&lt;/strong&gt;: CEO emphasizes that &lt;strong&gt;Non-HBM DRAM&lt;/strong&gt; profit margins currently exceed &lt;strong&gt;HBM&lt;/strong&gt;. Significant supply expansion is not expected until &lt;strong&gt;2028&lt;/strong&gt; due to long-cycle facility construction, ensuring a prolonged supply-demand gap. [5](https://x.&lt;/li&gt;
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