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HBM production

2 articles
The Motley FoolThe Motley Fool··Rich Smith

Micron's Taiwan Facility Deal Positions Chipmaker in AI Memory Race

Micron stock surged 6.3% after acquiring a Taiwan production facility to manufacture high-bandwidth memory chips for AI applications, with output expected by fiscal 2028.
MUAI chipssemiconductor manufacturing
The Motley FoolThe Motley Fool··Will Ebiefung

Micron's $200B Bet on AI: Can Memory Chip Dominance Last Until 2030?

Micron doubles revenue and expands margins to 66% on AI demand, betting $200B to expand memory capacity by 2027. Current 11.5x P/E valuation looks attractive, but execution risks loom.
NVDAMUgenerative AIAI data centers