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Micron Technology CEO: HBM Chips in Scarce Supply, Set to Be Memory Sector's Main Growth Engine Next Year
3 day ago /
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Author：小编
Following the market's close on Tuesday (Eastern Time), Sanjay Mehrotra, the CEO of Micron Technology, highlighted during the earnings call that the imbalance between supply and demand in the global memory chip market (particularly for HBM chips) is projected to escalate further. At present, DRAM inventory levels are below the desired targets, and NAND inventory is also on a continuous downward trend. Nearly all of the HBM production capacity for the coming year has already been booked, driven by a substantial surge in demand. It is expected that the growth rate of HBM shipments will outpace that of the entire DRAM market in 2026, positioning it as the primary growth driver for the memory sector.
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