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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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Micron's leadership in high-bandwidth memory makes it a critical enabler of AI infrastructure, with demand outpacing supply and sold-out capacity through 2025. HBM market exploding from $4B (2023) to $35B+ (2025) and potentially $130B by 2033. Micron's HBM and low-power DRAM products are validated by top customers like Nvidia and hyperscalers, driving exceptional revenue growth and margin expansion.