Micron's Strategic Bet: How an All-In HBM Push and Global Fab Expansion Are Redefining the Chipmaker
Micron Technology is undergoing a profound transformation, pivoting decisively from consumer memory to become a powerhouse in high-bandwidth memory (HBM) for AI. With its 2024 HBM supply already sold out and massive fab investments in Singapore and Taiwan, the company is staking its future on the insatiable data center demand.