The Zhitong Finance App learned that in the latest research report, Citi indicated that the bank invited Micron Technology (MU.US) Chief Financial Officer Mark Murphy and Investor Relations Director Jeff Grattan to attend the investor conference in Los Angeles. Overall, the bank believes that as demand for hyperscalers (hyperscalers) driven by artificial intelligence (AI) continues to accelerate, the market has underestimated the extent to which DRAM/HBM supply may continue to be tight. At the same time, as the benefits of process downsizing continue to dwindle, memory manufacturers must rely on a long cycle of new (greenfield) capacity expansion. As a result, the supply of HBM and advanced memory is likely to continue to be tight until 2027 and 2028.
Zhitongcaijing · 2d ago
Share
Listen to the news
The Zhitong Finance App learned that in the latest research report, Citi indicated that the bank invited Micron Technology (MU.US) Chief Financial Officer Mark Murphy and Investor Relations Director Jeff Grattan to attend the investor conference in Los Angeles. Overall, the bank believes that as demand for hyperscalers (hyperscalers) driven by artificial intelligence (AI) continues to accelerate, the market has underestimated the extent to which DRAM/HBM supply may continue to be tight. At the same time, as the benefits of process downsizing continue to dwindle, memory manufacturers must rely on a long cycle of new (greenfield) capacity expansion. As a result, the supply of HBM and advanced memory is likely to continue to be tight until 2027 and 2028.
Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.
What's Trending