Micron Makes More Money From Regular DRAM Than HBM, New Data Shows

Micron’s growing focus on high-bandwidth memory is helping it serve the AI market, but the shift is also putting pressure on its more profitable general-purpose DRAM business. New industry data shows that regular DRAM currently delivers much stronger gross margins, even as demand for HBM continues to rise across AI datacenters and GPU systems. UBS... Weiterlesen