HBM Drives Micron's Growth: Can MU Sustain the Momentum?

Key Takeaways Micron's entire HBM supply for 2025 is sold out amid strong AI-driven demand.HBM revenues jumped 50% sequentially in Q3 as shipments and sampling expanded.MU plans major capacity additions, including new HBM capacity in Singapore by 2027.Micron Technology, Inc. (MU) is experiencing a surge in demand for its High Bandwidth Memory (“HBM”), driven by the rapid adoption of artificial intelligence (AI). On its third-quarter fiscal 2025 earnings call, the company confirmed that its entire HBM supply ...