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Micron’s revenue soared in the triple digits in the quarter.
Within the AI data center supply chain, memory and storage are irreplaceable. AI accelerators require high-bandwidth memory to transfer data, while training and inference systems rely on high-capacity DRAM and enterprise SSDs to store models, data, and intermediate results. Among key players, Micron (MU) maintains a…
AI workloads are driving demand for both high-bandwidth memory (HBM) and standard DRAM, and suppliers are struggling to keep up.