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Micron Technology's stock has surged over 300% in a year to record highs above $460, driven by insatiable AI demand for high-bandwidth memory chips that has sold out the company's entire 2026 production capacity. But the same forces minting billions for memory makers are triggering the sharpest smartphone market decline on record, pushing consumer electronics prices to all-time highs, and raising questions about how long the supercycle can last.