← Explore

TAG

#hbm

Stories connected through a shared idea, actor, technology or theme.

Micron warns AI demand will keep DRAM supply tight through 2028Micron reported a 90% gross margin in datacenter DRAM and said much of its 2027 output is already committed at higher prices. The company plans $25 billion in capital expenditure in the first half of fiscal 2027, with new factories expected to arrive in 2028.→