Micron Will Experience Strong Tailwinds As GPU Capacity Loosens Up


  • Micron Technology is poised to benefit from the growing demand for AI infrastructure on top of the upswing in legacy servers.
  • The company’s advanced memory and storage chips are in high demand, with 2024 HBM chips already sold out and 2025 nearing capacity.
  • HBM3E is expected to start being accretive in e2h24 as manufacturing scales. This growth should persist as more firms adopt AI infrastructure in the years ahead.

Micron Technology (NASDAQ:MU) is currently in the beginning phases of the next megatrend in AI infrastructure that is anticipated to experience significant growth over the coming years. As the supply capacity for GPUs loosens going into CY25, I anticipate