HBM demand · X 热门 · 2026-09-28 13:40 UTC

# HBM demand — X 热门讨论 (2026-09-28 13:40 UTC)

## @AIStockSavvy (Hardik Shah) · 09-28 11:24 · ♥34 ↻7 💬0 $MU | Baird 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, raises PT to $𝟭𝟱𝟮𝟬 from $𝟭𝟮𝟴𝟬

Analyst sees stronger AI demand, slower 2027 DRAM supply growth and higher HBM margins supporting Micron. https://t.co/GuNZ4s2CYM https://x.com/AIStockSavvy/status/2104532811961217146

## @MentoviaX (MentoviaX) · 09-28 12:26 · ♥33 ↻2 💬5 $MU Akamai authorized roughly $1.7B of memory procurement. This is evidence AI agents are pulling DRAM demand beyond GPU/HBM clusters into CPU-heavy infrastructure. If that pattern scales, Micron’s AI earnings engine gets broader—and pricing power becomes harder to dismiss as HBM-only. https://x.com/MentoviaX/status/2104548319691210753