This post was originally published on here
Micron Technology is benefiting from AI-driven demand, with tight supply in DRAM and high-bandwidth memory supporting elevated margins, multiyear contracts and strong recent operating results tied to data center buildouts.
Long-term HBM contracts reportedly sold out through 2027, combined with record operating margins and rising fund ownership, highlight how Micron has shifted a traditionally cyclical memory business toward unusually strong earnings visibility tied to AI infrastructure…
Long-term HBM contracts reportedly sold out through 2027, combined with record operating margins and rising fund ownership, highlight how Micron has shifted a traditionally cyclical memory business toward unusually strong earnings visibility tied to AI infrastructure…
