TradingKey – Micron Technology (MU) reaffirmed at a technology webinar that it sees no signs of memory supply and demand balancing over the next two years, and disclosed that HBM4 has entered high-volume mass production. In addition, Micron questioned the cost and future scalability of the 4F² DRAM architecture.
These three developments touch upon three key variables for Micron’s stock price, respectively: How long can the memory upcycle last? Will competitors erode its technological edge? And can AI demand continue to translate into revenue?
Expectations of Supply Tightness Persist, Supporting Views of Sustained High Profitability
Micron President and Chief Technology and Products Officer Scott DeBoer said during a Q&A session that…
