{"id":"tp-52692","type":"article-newspaper","title":"Analysts Debate How AI Memory Agreements Would Handle Demand Shifts","author":"John Kim","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/business/52692","datePublished":"2026-11-10T01:02:55.000Z","dateModified":"2026-11-10T01:02:55.000Z","language":"en","abstract":"Citrini researcher Jukan and semiconductor analyst Damnang disagree over whether co-designed memory limits customer flexibility. Earlier onsemi and Microchip cases involved contract adjustments outside HBM.","section":"Business","references":[{"title":"coverage of Micron’s outlook and HBM demand","url":"https://www.tokenpost.com/news/business/26073"}]}