Micron Emerges as a Critical Force in the AI Hardware Landscape

While much of the market’s attention remains fixed on GPU manufacturers like NVIDIA, Micron Technology has quietly positioned itself as an indispensable player in the artificial intelligence revolution. The company’s advanced High-Bandwidth Memory (HBM) chips are commanding a premium in the most lucrative segment of the AI market, with demand currently surging to unprecedented levels.

The scale of the demand surge is best illustrated by Micron’s sales outlook: its entire 2025 production of HBM3E products is already sold out. This voracious appetite propelled HBM revenue to a staggering 50% sequential increase in the third quarter of 2025. Consequently, the memory specialist has dramatically expanded its footprint, catapulting from a mere 4% market share the previous year to now holding 21% of... Read more...