Micron Triples Revenues From Data Centers - HBM Memory Revenues Exceed $1 Billion

Micron triples revenue from data centers and increases HBM sales by 50% quarter-over-quarter to a new record of over $1 billion. The CEO speaks of the best competitive position in the company's history. The introduction of the 1-Gamma-DRAM nodes enhances the technological edge. AI drives higher memory demand in servers, PCs, and smartphones. Robotaxis require 200 GB-DRAM, which is 20 to 30 times that of conventional cars. New U.S. import tariffs pose a manageable risk. Production capacities are being massively expanded. With a P/E ratio...