Micron stock: Could doubling HBM capacity create an oversupply headwind?
Micron Technology appears to be stepping up its high-bandwidth memory production as artificial intelligence demand continues to overwhelm supply, giving the chipmaker an opportunity to capture more of a fast-growing market. According to South Korean news outlet Electronic Times, Micron is spending to double its high-bandwidth memory production capacity by the end of the year. The move would help the US memory-chip maker narrow the gap with South Korea’s SK Hynix and Samsung Electronics as demand grows for its latest 12-layer HBM4 products. HBM4 is the latest generation of high-bandwidth memory and is expected to be used alongside next-generation AI processors such as Nvidia’s Rubin graphics processing units. HBM is manufactured by stacking multiple DRAM chips, allowing it to deliver...
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Micron stock: Could doubling HBM capacity create an oversupply headwind? Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders. Source: Invezz https://a2zai.ai/bytes/micron-stock-could-doubling-hbm-capacity-create-a...
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