micron
Customers are "very motivated" to sign long-term deals says CEO.
Just two consumer-grade memory suppliers will remain next year amid "supercycle".
Supply-demand imbalance and government incentives help swing profit margins in Micron's favour.
Thanks for the memories: Micron reports record quarter
"We are doing well with respect to our goals on HBM3E yields..."
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”
Beijing claimed Sunday that it had found security issues in semiconductor firm Micron products that “pose a major security risk" to China