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5 days agoMicron Emerges as Hidden AI Hardware Winner Amid Surging HBM Demand
Micron Technology’s stock rose sharply as analysts highlighted its leadership in high-bandwidth memory (HBM) chips essential for next-gen AI model training. Forecasts indicate FY26 earnings could double on sustained hyperscaler demand from Nvidia, Amazon, and Microsoft. The firm’s Boise facility expansion aims to boost production by 45% within 18 months, positioning Micron as a critical backbone supplier for AI infrastructure.
positive
5 days agoMicron Emerges as Hidden AI Hardware Winner Amid Surging HBM Demand
Micron Technology’s stock rose sharply as analysts highlighted its leadership in high-bandwidth memory (HBM) chips essential for next-gen AI model training. Forecasts indicate FY26 earnings could double on sustained hyperscaler demand from Nvidia, Amazon, and Microsoft. The firm’s Boise facility expansion aims to boost production by 45% within 18 months, positioning Micron as a critical backbone supplier for AI infrastructure.
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Micron Emerges as Hidden AI Hardware Winner Amid Surging HBM Demand
6 days ago
1 min read
60 words
Micron stock gains as HBM chip demand from hyperscalers surges; FY26 earnings expected to double on expanding AI infrastructure needs.
Micron Technology’s stock rose sharply as analysts highlighted its leadership in high-bandwidth memory (HBM) chips essential for next-gen AI model training. Forecasts indicate FY26 earnings could double on sustained hyperscaler demand from Nvidia, Amazon, and Microsoft. The firm’s Boise facility expansion aims to boost production by 45% within 18 months, positioning Micron as a critical backbone supplier for AI infrastructure.
Micron Technology’s stock rose sharply as analysts highlighted its leadership in high-bandwidth memory (HBM) chips essential for next-gen AI model training. Forecasts indicate FY26 earnings could double on sustained hyperscaler demand from Nvidia, Amazon, and Microsoft. The firm’s Boise facility expansion aims to boost production by 45% within 18 months, positioning Micron as a critical backbone supplier for AI infrastructure.
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Micron
AI
Micron
AI
semiconductors
HBM
chips
Oct 24, 2025 • 22:22 IST