ChipsSiliconANGLEabout 2 hours ago
Micron DRAM Prices Surge Over 60% in Q3
15 min read
Micron Inc. reported that DRAM prices rose by more than 60% sequentially in its third-quarter earnings, while bit shipments barely grew. This divergence highlights a structural shift in memory economics driven by AI demand, with revenue rising 67% despite flat physical volume. The company expects higher HBM pricing in 2027 to narrow margin gaps with conventional DRAM.
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