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Posted by
Two Blokes Jul 13 -
Filed in
Stock
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7 views
AI adoption is accelerating, driving explosive demand for data centers, GPUs, and especially high-bandwidth memory (HBM) solutions. Micron is well-positioned to benefit from this trend, with its advanced HBM3E and newly shipped HBM4 products offering superior performance and efficiency. Major AI players like Nvidia and Google are adopting HBM, despite higher costs, signaling strong, price-inelastic demand for Micron's high-performance memory.
