MUMUMicron Technology, Inc.
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1 Oct, 23:12

Bullish on HBM memory chip revenue growth

Bullish-0.82%

AI Summary

The author presents a strongly bullish thesis on the high-bandwidth memory (HBM) sector, projecting massive revenue growth through 2028 driven by next-generation pricing power, with Micron as the key beneficiary.

MSUSA: HBM revenue set to increase to $264.5 billion. by 2028E, up from $57.3 billion in 2026E. New generation of HBM = higher price $MU $DRAM $EWY $DISK

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