… Micron, which started out 46 years ago as a semiconductor design company and, thanks in part to funding from potato magnate JR Simplot, who wanted to get into computer chips as well as potato chips and McDonald’s French fries, the company shifted to also making computer memory. …
… Nvidia will have sixteen banks of HBM4E memory against those four Rubin GPU chips, for 1 TB of capacity and 32 TB/sec. In theory, that HBM4E memory could run at 64 TB/sec, and we are wondering why Nvidia is gearing it down – perhaps for power consumption and heat dissipation reasons. …
… It is harder to figure what the MTIA 500 is, but it clearly has four chips for processing element compute. …
… That’s sets up Micron to be a $45 billion memory maker in fiscal 2026 – if not larger. hbm4e hbm4 hbm3e hbm flash dram datacenter store micron memory lpddr5