Micron Technology Impresses with Record Year - HBM Memory is a 100 Billion USD Opportunity by 2030

Massive AI investments lead to a record year. Revenues from HBM, high-capacity DIMMs, and LP server DRAM have more than quintupled. Close relationships with NVIDIA could pay off. HBM memory reaches an annual revenue rate of nearly 8 billion USD, presenting a 100 billion USD opportunity by 2030. New product generations such as the planned HBM4 for 2026, along with bottlenecks in DRAM supply and HDD hard drives, are driving up margins. Net profit surged by 538% in the record year 2025. The P/E ratio for 2026 is expected to decrease to 12.8....