These technologies are essential components in graphics processing units ( GPUs ) for artificial intelligence (AI) made by Nvidia, Advanced Micro Devices, and other players in the space. The scaling of AI data centers is necessitating a surging number of GPUs, and these top-of-the-line processors feature memory chips from Micron. Demand for these HBM chips is very high, and production capacity is limited. As a result, Micron is selling out of all of the HBM chips it can have manufactured and also commanding incredible pricing power.
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