Memory chip manufacturer Micron has substantially raised its outlook for the high-bandwidth memory (HBM) market. The projected total addressable market is now expected to reach nearly $100 billion by 2028, more than tripling from $35 billion in 2025. What's particularly significant is that this acceleration timeline has moved forward by two years compared to their previous estimates. Such rapid market expansion reflects growing demand from AI infrastructure buildout, which naturally impacts the broader semiconductor ecosystem and related investment opportunities across chipmakers driving this technology transition.
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BTCRetirementFund
· 28m ago
HBM is really about to take off, tripling in three years... These numbers are a bit exaggerated. The demand for AI chips is indeed strong, but is Micron's outlook too aggressive?
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StakeTillRetire
· 15h ago
HBM is really a huge slice of the pie. If Micron's prediction is reliable, tripling in three years would mean such a crazy growth rate... Speaking of which, with such strong demand for AI chips, why aren't other manufacturers following suit?
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SchrodingerPrivateKey
· 12-27 22:53
HBM is really about to take off, tripling in value over three years with $10 billion... AI's appetite is indeed huge, and this wave of chip manufacturers is making a fortune.
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TheShibaWhisperer
· 12-27 22:50
HBM is really about to take off, with a threefold increase... Now the chips will be in high demand. But whether Micron's words are reliable or not, we'll just see how long this AI wave can burn through money.
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MeltdownSurvivalist
· 12-27 22:49
HBM has really taken off, from 35 to 10 billion... Everyone wants a piece of the AI infrastructure boom.
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0xInsomnia
· 12-27 22:44
Hmm, tripling in 3 years. What is Micron hinting at... The AI computing power arms race really never ends.
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BuyHighSellLow
· 12-27 22:37
HBM's current market trend really can't hold anymore, from 35B to 100B... I need to get on board quickly, or I'll be cut again.
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MoodFollowsPrice
· 12-27 22:31
Is Micron's prediction this time genuine or just another hype? Tripling revenue in three years to $10 billion—AI chip wars are indeed heating up.
Memory chip manufacturer Micron has substantially raised its outlook for the high-bandwidth memory (HBM) market. The projected total addressable market is now expected to reach nearly $100 billion by 2028, more than tripling from $35 billion in 2025. What's particularly significant is that this acceleration timeline has moved forward by two years compared to their previous estimates. Such rapid market expansion reflects growing demand from AI infrastructure buildout, which naturally impacts the broader semiconductor ecosystem and related investment opportunities across chipmakers driving this technology transition.