Micron: HBM sales will climb to hundreds of millions of dollars this fiscal year. At a recent JPMorgan investor conference event, Micron stated that negotiations on HBM memory supply for 2025 have been largely completed. A representative of Micron executives announced that they have basically finalized the scale and price of HBM orders with downstream customers for next year. It is expected that HBM will generate billions of dollars in revenue in its fiscal year ending September 2024, and the sales of related businesses will increase to billions of dollars in the fiscal year 2025.