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… Micron is benefiting from the AI data center buildout boom that has created a shortage of system memory chips, both DRAM and NAND, which Micron makes, particularly High-Bandwidth Memory HBM . …
… The strong results arrive the same week Micron inked a deal to supply AI lab Anthropic with memory and storage chips. Micron also disclosed that it participated in Anthropic’s Series H funding round, though it didn’t disclose how much it invested. …
… Like Micron, SK Hynix is riding an AI-fueled boom credited to AI in both sales and stock price. …