Micron ramps up AI memory capacity to ride the AI chip boom
TL;DR Summary
Micron plans to boost its high-bandwidth memory (HBM) output by about 60,000 wafers per month, targeting roughly 100,000 per month by year-end to meet surging AI demand; analysts say HBMs carry higher margins than standard memory, and even with capacity ramps across Micron, SK Hynix, and Samsung, supply is likely to lag demand for years.
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- Micron Plans to Double Monthly HBM Capacity to 100,000 Wafers to Catch Up With Samsung and SK Hynix TradingKey
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