Micron Technology (MU) Stock Analysis 2026: Why HBM Memory Is the Real Bottleneck of the AI Supercycle
Micron: The HBM Titan Powering the AI Revolution 1. Introduction: The Hidden Bottleneck of Artificial Intelligence While the world fixates on Nvidia’s GPUs as the “brains” of artificial intelligence, a quiet crisis, and opportunity, has emerged in the “memory” of these systems. The most powerful AI chips in existence, from the H100 to the Blackwell…
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