首页 News 正文

Micron: HBM has been sold out this year, and the vast majority of production capacity has been reserved for next year

胡胡胡美丽_ss
204 0 0

Micron: HBM has sold out this year and the vast majority of production capacity has been booked for next year. Micron CEO Sanjay Mehrotra stated on Wednesday during a earnings conference call that demand for AI servers is driving the rapid growth of HBM, DDR5, and data center SSDs. Among them, Micron HBM products are expected to generate billions of dollars in revenue in the 2024 fiscal year, and HBM revenue is expected to make a positive contribution to Micron's DRAM business and overall gross profit margin from the third quarter of the 2024 fiscal year. Mehrotra stated that Micron's HBM production capacity has been sold out this year, and the vast majority of production capacity for 2025 has been booked. In addition, it is expected that the supply of DRAM and NAND industries will be lower than demand in 2024.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

胡胡胡美丽_ss 注册会员
  • 粉丝

    0

  • 关注

    0

  • 主题

    34