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Micron Projects $100B HBM Market Growth Amid AI-Driven Demand Surge

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Source: Seeking Alpha
Micron Projects $100B HBM Market Growth Amid AI-Driven Demand Surge
Photo: Seeking Alpha
TL;DR

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.

Topics:top-newsbusiness#2028-forecast#business#financial-performance#hbm-market#micron#supply-tightness
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  1. Micron forecasts $100B HBM market by 2028 as supply tightness persists through 2026 (NASDAQ:MU)  Seeking Alpha
  2. Micron forecasts surging revenue as computer memory demand for AI remains high  CNBC
  3. Micron’s Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year  The Wall Street Journal
  4. Micron Gives Rosy Sales Forecast After AI Boom Spurs Demand  Bloomberg.com
  5. Micron Reports Earnings Today. What Wall Street Wants From the Chip Maker.  Barron's

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