Micron's HBM. Billions Incoming..
HBM revenue on track to jump from a few hundred million in 2024 to a "few" billion in 2025
Micron’s Chief Business Officer, Sumit Sadana, represented the company at Goldman Sachs Global Semiconductor Conference on May 30. While much of the conversation related to Micron’s HBM ambitions and the extraordinary growth the company is anticipating, Mr. Sadana also shared some fascinating insights as to how he thinks the memory industry is undergoing a paradigm shift.
We previously wrote about the changing landscape of the memory segment with respect to SK Hynix:
Now, it seems something very similar is happening at Micron. Let’s dig in…
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