Prediction: Micron's Sept. 30 Earnings Will Confirm the Memory Shortage Isn't Over
Key PointsDRAM and NAND prices continued to hit record prices in August.
Micron Technology, the semiconductor giant, is scheduled to release its financial results at the end of the month. Analysts anticipate that the outcome will reinforce the ongoing memory chip shortage, particularly for DRAM (Dynamic Random Access Memory). The global memory market has been experiencing a surge in demand and limited supply, leading to substantial revenue and gross margin growth for industry players.
DRAM, a fast-volatile memory type, typically loses data upon power loss and has traditionally served as a speedy temporary workspace for computer CPUs and smartphone processors. However, DRAM's recent surge can be attributed to a variant called high-bandwidth memory (HBM), which is often integrated with GPUs and AI chips to minimize latency and enhance performance.
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