Micron Says HBM Supply to Remain Tight Through 2029

After a Micron webinar and talks with EVP Scott DeBoer, analyst Ben Bajarin reported that HBM supply will remain tight through 2029 and beyond, while Micron's AI memory roadmap includes compute-on-bandwidth wafers.

2026-10-22 ~ 2026-10-23 · 2 related posts

• Micron AI memory roadmap: bandwidth moves onto the die, HBM supply tight from 2029 — BenBajarin · 2026-10-22
• Micron exec insights suggest HBM supply stays tight through 2029 — BenBajarin · 2026-10-23