Micron: Capitalizing On The Prolonged Memory Cycle
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Micron's stock has dropped 40% since June 2024, but the company is poised to benefit from a prolonged memory cycle due to increased demand for High Bandwidth Memory (HBM). This demand is expected to generate $3.8 billion in revenue this fiscal year, offsetting declines in NAND and traditional DRAM revenues.
March 11, 2025 | 6:45 pm
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Micron's stock has declined 40% since June 2024, but the company is expected to benefit from increased HBM demand, generating $3.8 billion in revenue this fiscal year. This could offset declines in NAND and DRAM revenues.
The article highlights a significant drop in Micron's stock price, but also points to a potential revenue boost from HBM demand. This suggests a positive short-term impact on Micron's stock as the market may adjust to the new revenue expectations.
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