Micron forecasts stronger revenue, boosts stock as AI demand strains HBM supply - mezha.net

mezha.net 2026-06-25

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Companies:Micron Technology NVIDIA SK Hynix Samsung Anthropic

Technologies:High Bandwidth Memory HBM AI 3nm EUV

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Micron Technology Artificial Intelligence High Bandwidth Memory Semiconductor Industry Chip Demand Capital Expenditure Server Supply Chain Memory Chips AI Infrastructure HBM Shortage Stock Price Investment Plan

News Summary

Micron Technology has forecast stronger-than-expected quarterly revenue, driven by surging demand for high-bandwidth memory (HBM) fueled by generative artificial intelligence (AI). The company's fourt... Read original →

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