Friday, September 11, 2026
AI Infrastructure · News & Analysis
HomeChips & HardwareReport
Chips & Hardware · Report

Micron continues trading at a six-times forward earnings multiple as NVIDIA pays a premium for high-bandwidth memory to support next-generation AI accelerators.

Confirms tight HBM supply dynamics and pricing power for memory vendors, directly impacting capex allocation and margin structures across the AI hardware stack.
Trade pressSlicast · August 30, 2026 · US · Source: Tech Times
importance 75
Read the original