Micron Forecasts Upbeat Quarterly Revenue on Demand for AI Memory Chips
A surge in demand for artificial intelligence has significantly boosted the demand for Micron's high-bandwidth memory (HBM) chips. These chips, essential for advanced AI systems, are a type of dynamic random access memory or DRAM standard first produced in 2013, where chips are vertically stacked to save space and reduce power consumption.
It seems that Wall Street is assuming that memory cycle has already peaked. Memory Cycle hasn't peaked yet due to ramp up of ...
Micron Technology was among the Nvidia partners making news at the company’s massive GTC Spring event, as it unveiled its 128 ...
While data center GPUs are transitioning to HBM3e, the memory roadmaps revealed at Nvidia GTC make it clear that HBM4 will be ...
Krish Sankar, TD Cowen, inquired about the sustainability of memory pricing improvements ... probed the impact of older DRAM products like DDR4 on margins. CEO Mehrotra noted that such products ...
Micron Technology Inc. shares have started the year strong, with a 34% surge so far in 2024. So why is Baird analyst Tristan Gerra upgrading the memory-chip company’s stock now? He admitted the ...
Micron announced its first 1y (1-gamma) DDR5 memory chip samples this week, and it says this is part of its contribution to systems that keep up with AI processing. The company said being the ...
With the introduction of AI across the data center and the edge, the demand for memory has never been greater. Micron’s transition to the 1γ DRAM node helps address the key challenges customers ...
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