In prepared earnings call remarks, Micron (MU) said that recently large hyperscale customers reiterated strong year-over-year growth for their capital investments in calendar 2025. The company projects mid-single digit server unit growth in 2025, with growth in both traditional and Ai servers, and sees strong demand for HBM. Micron added that it remains on track to reach HBM share similar to its overall DRAM supply share, on a run-rate basis, in 4Q25. The company also said it is seeing strong demand for its HBM supply in 2026.
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