Overview
- Micron presented a broad AI memory and storage roadmap at COMPUTEX on Tuesday and its shares rose about 6.6% to close after the company’s update while early profit-taking trimmed gains in premarket trading.
- The firm showcased an HBM4 36GB 12H module and said internal tests showed it can raise large‑language‑model inference throughput by about 2.6 times through higher bandwidth.
- Micron said the Micron 9650 is the first commercially shipping PCIe Gen6 SSD and that the Micron 6600 ION is now available in a 245TB capacity to boost rack‑scale storage density for AI and cloud data centers.
- The company has expanded U.S. manufacturing with the start of 1α DRAM production at its Manassas, Virginia fab, which Micron described as its most advanced U.S. memory node and suited to long‑lifecycle applications.
- Analysts from Barclays and UBS have raised price targets in recent weeks as investors price stronger AI demand, but many market observers warn that memory is a cyclical, capital‑intensive business that could expose the stock to sharp swings if demand shifts.