Micron Just Changed the AI Cycle—and the Market Knows It
Micron logo glows over a neon-lit data center corridor, highlighting the company’s role in high-bandwidth memory. Key Points Micron has secured guaranteed revenue visibility for its high-bandwidth memory products well into the future due to the insatiable demand from artificial intelligence. The company is experiencing a massive surge in profitability driven by pricing power and a favorable shift in revenue mix toward high-margin data center products. Management is accelerating the timeline for its new ...