Micron Projects $100B HBM Market Growth Amid AI-Driven Demand Surge
TL;DR Summary
Micron forecasts the high-bandwidth memory (HBM) market to reach $100 billion by 2028, amid ongoing supply tightness expected through 2026, and reports a strong fiscal Q1 2026 with record revenue and profits.
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- Micron Gives Rosy Sales Forecast After AI Boom Spurs Demand Bloomberg.com
- Micron Reports Earnings Today. What Wall Street Wants From the Chip Maker. Barron's
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