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Micron Technology Inc. CEO announced that the company's high-bandwidth memory (HBM) is sold out for 2024, with most of the 2025 supply already allocated. The demand for AI chips requiring memory is driving growth in the memory market, leading to positive pricing trends. Micron and its peers are expected to benefit from the increasing demand for memory in AI applications.
AI 5 update: +6.6% today for Broadcom (AVGO) takes its 22% YTD return higher than both AMD and MSFT YTD. #AI5 MU (not in the AI 5) is making a +15% move on its HBE memory for AI installations being sold out for 2024, driving its YTD return to 29%. Other high quality AI-enabled… https://t.co/b239Oc6yI5
AI 5 update: +6.6% today for Broadcom (AVGO) takes its 22% YTD return higher than both AMD and MSFT YTD. #AI5 MU (not in the AI 5) is making a +15% move on its HBE memory for AI installations being sold out for 2024, driving its YTD return 29%. Other high quality AI-enabled… https://t.co/n59L1nbaDe
Micron says high bandwidth memory is sold out for 2024 and most of 2025 — intense demand portends potential AI GPU production bottleneck https://t.co/EjiBqoEnpX https://t.co/GEoGxih1Gp