Sanjay Mehrotra, Chairman and CEO of Micron Technology, said during the earnings call that the structural gap in the growth rate of supply and demand has led to continued supply constraints. Even considering the industry's new DRAM clean room space plan, under the strong demand trend, we cannot see the inflection point when supply and demand will return to balance. The industry's HBM demand growth rate will continue to outperform traditional DRAM until 2028. Sanjay Mehrotra revealed that most of Micron's 2027 HBM supply agreements have been signed. “Prices have risen sharply year over year, which has narrowed the gross margin gap with traditional DRAM.”
Zhitongcaijing · 2d ago
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Sanjay Mehrotra, Chairman and CEO of Micron Technology, said during the earnings call that the structural gap in the growth rate of supply and demand has led to continued supply constraints. Even considering the industry's new DRAM clean room space plan, under the strong demand trend, we cannot see the inflection point when supply and demand will return to balance. The industry's HBM demand growth rate will continue to outperform traditional DRAM until 2028. Sanjay Mehrotra revealed that most of Micron's 2027 HBM supply agreements have been signed. “Prices have risen sharply year over year, which has narrowed the gross margin gap with traditional DRAM.”
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