Micron Technology Begins Volume Production Of Its High Bandwidth Memory 3E Solution
Portfolio Pulse from Benzinga Newsdesk
Micron Technology has started volume production of its 24GB 8H HBM3E, which will be integrated into NVIDIA's H200 Tensor Core GPUs, set to ship in Q2 2024.
February 26, 2024 | 12:13 pm
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POSITIVE IMPACT
Micron Technology's initiation of volume production for its HBM3E solution, to be used in NVIDIA's GPUs, marks a significant step in its product offerings.
Starting volume production of a significant component for NVIDIA's GPUs indicates a strong partnership and potential revenue growth for Micron. This development is likely to be viewed positively by investors, potentially leading to a short-term uptick in Micron's stock price.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
NVIDIA's upcoming H200 Tensor Core GPUs, incorporating Micron's HBM3E, highlight NVIDIA's ongoing innovation and product development.
The integration of Micron's HBM3E into NVIDIA's H200 Tensor Core GPUs underscores NVIDIA's commitment to leading-edge technology. This collaboration with Micron not only enhances NVIDIA's product portfolio but also potentially boosts its competitive edge in the market, likely resulting in a positive short-term impact on NVIDIA's stock.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80