Micron Technology(US:MU) 国芯网·2025-12-04 04:51Group 1 - Micron Technology announced its exit from the consumer memory business to focus on advanced storage chips for AI data centers amid a global semiconductor supply shortage [2][4] - The decision to dissolve the consumer business is influenced by the tight memory supply chain, affecting various sectors from smartphones to AI data centers [4] - Micron's Chief Business Officer stated that the growth driven by AI in data centers has led to a surge in demand for memory and storage [4] Group 2 - Micron has been shifting its focus towards High Bandwidth Memory (HBM), which has become a competitive field among major memory suppliers like SK Hynix and Samsung [4] - HBM revenue for Micron reached nearly $2 billion for the fiscal quarter ending in August, indicating an annualized revenue close to $8 billion [5]