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Posted by
Two Blokes Jul 8 -
Filed in
Stock
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Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive sequential and year-over-year growth, driven by HBM momentum and well-managed inventory, supporting a bullish outlook. Micron's increased capex guidance and continued market share gains reinforce confidence in its long-term growth and ability to meet 20-25% HBM share targets.
