Micron earnings show HBM still dominates AI memory, bit growth solid through 2028
AccBalanced · x · 2026-10-02
- Vikram Sekar argues Micron's earnings confirm HBM remains the dominant memory of the AI era, reiterating his July piece that significant bit growth lies ahead with "no end in sight until at least 2028."
- Background: Pat Gelsinger called HBM the "ugly baby" at the Raise Summit, but the full 35-minute panel focused on memory innovation prospects.
- Key points: the rumored stack-height despec enables more HBM at higher yield, and the rise of agents and CPUs will drive even more DRAM demand.
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