Podcast Digs Into Micron's HBM Roadmap and NVIDIA's Supply Chain Grip

A new episode of The Circuit podcast covers Micron's HBM roadmap, Meta's AI infrastructure, and NVIDIA's supply chain control. The hosts argue Micron is betting more explicitly on AI-oriented memory innovation, whose commercial success hinges on customers' willingness to pay.

2026-10-27 ~ 2026-10-29 · 2 related posts