Latest news: Sanjay Mehrotra, CEO of Micron Technology, stated on Wednesday during a earnings conference call that the demand for AI servers is driving the rapid growth of HBM, DDR5, and data center SSDs.

Among them, Micron HBM products are expected to generate billions of dollars in revenue in the 2024 fiscal year, and HBM revenue is expected to make a positive contribution to Micron's DRAM business and overall gross profit margin from the third quarter of the 2024 fiscal year.

Mehrotra stated that Micron's HBM production capacity has been sold out this year, and the vast majority of production capacity for 2025 has been booked. In addition, it is expected that the supply of DRAM and NAND industries will be lower than demand in 2024.

Previously, Micron also pointed out that PCs and mobile devices that can perform AI tasks have great potential for memory chips.

With the continuous surge in demand for AI chips, HBM (High Bandwidth Memory), as a crucial component in current AI chips, is also in short supply. Storage giants are actively targeting HBM to expand production.

Although external unstable factors still exist, the memory semiconductor industry has begun to show an upward trend this year. The demand for products from global large technology customers is recovering, and with the expansion of artificial intelligence usage areas, including devices equipped with their own artificial intelligence, such as personal computers and smartphones, the demand for products such as DDR5, LPDDR5T, and HBM3E is expected to increase.

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