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Micron Technology plans to increase high-bandwidth memory (HBM) production to 100,000 wafers per month by end-2026, up from 40,000-50,000
The company aims to significantly boost its HBM output to meet strong demand from the artificial intelligence (AI) sector, where HBM is critical for its efficiency and higher pricing power. This move is expected to further enhance Micron's financial performance, which has already seen gross margins rise from around 40% to over 70% due to robust demand and price increases for its memory and storage products.
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