Sam Badawi(@Sam_Badawi):$MU more than doubled its HBM market share in just one year, helping drive explosive growth across the memory industry as AI clusters scale globally. Micron, SK hynix, and Samsung are all benefiting from surging HBM demand tied to almost $700B in AI infrastructure spending from $AMZN, $GOOGL, $META and $MSFT.

Sam Badawi

@Sam_Badawi

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参加 March 2020

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Sam Badawi@Sam_Badawi

2026.05.17 11:41

$MU more than doubled its HBM market share in just one year, helping drive explosive growth across the memory industry as AI clusters scale globally. Micron, SK hynix, and Samsung are all benefiting from surging HBM demand tied to almost $700B in AI infrastructure spending from $AMZN, $GOOGL, $META and $MSFT.