#MicronRevenueJumps346%To$41.5B
If these Micron Technology figures are correct (346% and $41.5B), this is no longer just growth—it looks like a possible memory supercycle driven by AI.
But the question is: are we really entering a new structural era of demand (HBM/DRAM for AI and data centers), or is this just a strong cyclical peak like we’ve seen before in semiconductors?
Another important question: to what extent does this revenue translate into real profit and a sustainable margin when supply starts to increase again?…
If these Micron Technology figures are correct (346% and $41.5B), this is no longer just growth—it looks like a possible memory supercycle driven by AI.
But the question is: are we really entering a new structural era of demand (HBM/DRAM for AI and data centers), or is this just a strong cyclical peak like we’ve seen before in semiconductors?
Another important question: to what extent does this revenue translate into real profit and a sustainable margin when supply starts to increase again?…