mesh cube
- High-bandwidth memory (HBM) demand is skyrocketing, projected to grow from $4B in 2023 to over $25B by 2025, positioning Micron as a critical AI enabler.
- FY2024 revenue rose 62% YoY, driven by AI-driven demand, with expanding margins and sold-out HBM production through 2025.
- Reduced industry capacity and AI-driven demand are stabilizing a traditionally cyclical market, creating sustainable growth opportunities.
- Micron’s deep valuation discount and projected 51% EPS growth make it a compelling AI infrastructure investment.
Last week during my research of the AI infrastructure supply chain. While everyone’s been obsessing over GPUs and AI chips, I’ve found what, I believe, is the real unsung hero of the AI revolution: high-bandwidth memory (HBM). I was surprised too when I first realized just how.
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