$Micron Tech(MU.US) saw an article discussing the long-term agreements of the three major memory manufacturers. It explained how this round of agreements differs from the past and discussed the role of ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) in suppressing the three majors rather than reversing the situation. The biggest suspense at the moment is whether the information about Q1 cloud giant earnings reports and customers sharing equipment costs will be confirmed. A very good article, sharing the link here: https://mp.weixin.qq.com/s/QbI5jgHZ2fWH8j8a2PgDXw