"Micron produces dynamic random access memory (DRAM) and NAND flash memory chips essential for data storage and processing. The company designs, manufactures, and sells these components worldwide, focusing on high-performance solutions for data centers, mobile devices, and automotive applications. Its high-bandwidth memory products support AI accelerators, enabling faster data handling in systems from Nvidia and others. This positions Micron to power the expansion of AI data centers , where memory demand is surging."
"Industry forecasts indicate DRAM shortages will extend well beyond 2026, as AI applications consume more wafer capacity than traditional uses. Micron has more business than it can handle due to a lack of available clean room space - leaving it able to handle only 50% to 66% of its key customers' medium-term bit demand. While more clean room capacity will begin to come online in 2027, demand is still expected to outstrip supply ."
Micron manufactures DRAM and NAND flash memory chips for data storage and processing across data centers, mobile devices, and automotive applications. High-bandwidth memory products accelerate AI workloads and support AI accelerators from major chipmakers. High-bandwidth memory capacity is sold out through 2026 amid forecasts of multi-year DRAM shortages as AI consumes more wafer capacity than traditional uses. Micron can meet only about 50%–66% of key customers' medium-term bit demand due to limited clean-room capacity, with additional capacity arriving in 2027 but demand expected to remain ahead of supply. Micron holds roughly 21% HBM market share.
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