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    "slug": "contract-timing-mismatch-leads-to-off-cycle-risk-event",
    "headline": "Microsoft’s long-term DRAM contracts expose buyers and suppliers to timing risk",
    "deck": "Record backlogs and misaligned contract schedules have decoupled DRAM price signals from real inventory flows, raising risk for both sides until new supply arrives.",
    "publishedAt": "2026-08-30T04:07:43.005Z",
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