Micron: HBM production will keep stressing DRAM wafer supply through 2030
BenBajarin · x · 2026-10-21
Analyst Ben Bajarin cites Micron commentary: as HBM and vertical HBM ramp, the number of wafers needed per DRAM bit keeps rising, and this trade-ratio pressure persists across the entire roadmap — implying memory supply could stay constrained through at least 2030. He is bullish on the stock ($MU).
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