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Micron Rises as Key Supplier of AI Memory Chips to Nvidia and Cloud Giants
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Micron’s HBM chips power next-gen AI servers, driving strong growth projections and cementing its leadership in AI-focused semiconductor manufacturing.
Micron Technology’s high-bandwidth memory chips have become crucial components of advanced AI computing systems. The company’s revenue outlook rose sharply after analysts projected a 62% two-year growth driven by AI data-center adoption. Its HBM3 E modules power Nvidia H200 GPUs, improving performance efficiency by 40%. Market analysts expect Micron to overtake Samsung in the high-margin AI memory segment, positioning it as a cornerstone of the expanding AI hardware ecosystem.