Browsing Tag
Micron
2 posts
Micron Technology, memory chips, DRAM, NAND, HBM, storage, and semiconductor infrastructure coverage.
Micron’s Hiroshima HBM Expansion Shows AI Memory Is the Next Supply Fight
Micron has broken ground on a roughly $9.3 billion Hiroshima expansion that will produce high-bandwidth memory for AI processors, with shipments expected around summer 2028. The timing shows why memory, not just GPUs, has become a strategic bottleneck for AI infrastructure buyers.
Micron’s Anthropic Deal Makes Memory Part of the AI Model Roadmap
Micron’s new Anthropic agreement ties HBM, DRAM, SSDs, supply planning, Claude adoption, and a strategic investment into one AI infrastructure deal. The move shows why memory and storage are becoming part of frontier model design instead of commodity parts bought after the GPU decision.