The Memory Stack — HBM & Memory · AI Chain
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Micron Technologyloading…
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Only Western HBM maker with U.S. capacity
What they do
Micron is the only American HBM maker (Samsung and SK Hynix are Korean). HBM is the towers of memory glued onto every GPU — and there's a structural shortage. Micron's HBM3E is qualified at NVIDIA. The anchor of the whole memory supercycle thesis.