HBM demand · X 热门 · 2026-09-26 16:17 UTC

# HBM demand — X 热门讨论 (2026-09-26 16:17 UTC)

## @TheBigBerbowski (TheBigBerbowski) · 09-26 13:02 · ♥34 ↻1 💬2 Due to popular demand, here’s another free piece:

Micron $MU.

The only U.S.-based DRAM manufacturer, one of the three major global DRAM players, and increasingly one of the most important companies behind the AI infrastructure buildout.

Micron is no longer just the old cyclical memory story. HBM is becoming critical infrastructure for AI, DRAM supply remains tight, pricing has moved a lot higher and Micron is locking in demand through multi-year SCAs.

Check the full thesis in the article below.

Enjoy the read! > 引用 @TheBigBerbowski: Micron Technology $MU: A critical layer powering AI https://x.com/TheBigBerbowski/status/2103832639228543081