Overview
- Nvidia has validated Micron’s HBM3E for Blackwell, with CEO Jensen Huang highlighting Micron’s G7 memory at 1.8 TB/s.
- Micron began sampling 192GB SOCAMM2 modules developed with Nvidia, targeting AI data centers with roughly one-third the power draw and 2.5x the bandwidth of standard memory.
- Industry checks point to tight supply, with DDR5 contract prices up about 20% quarter over quarter and some mobile DRAM deals nearing 40% increases.
- Micron’s latest quarter delivered 46% year-over-year revenue growth to $11.3 billion, with data-center sales reaching 56% of total revenue.
- Analysts see the HBM market expanding toward roughly $100 billion by 2030, framing a multi-year opportunity tied to Micron’s advanced 1-gamma node.