HBM demand is strong, occupying only 10% of the share of HBM Micron wants to "rear-guard"

Micron has become the largest U.S. memory chip maker by acquiring some of its strongest competitors and surviving several brutal chip industry downturns. The company competes with South Korea's Samsung Electronics Co. and SK Hynix Inc. in chip sales, with DRAM and NAND memory chips as the core hardware for computers and cell phones and other applications.

Micron has also launched HBM storage products, which are used in high-performance graphics cards, AI gas pedals, high-performance computing and data center servers.

Storage chip makers, including Micron, have been trying to enter new markets, such as AI data centers, electric vehicles smart driving and smart watches and other increasingly popular electronic products, so as to reduce overdependence on the cell phone and personal computer markets.

HBM can be called the "new favorite" of the global AI boom, as global enterprises have increased efforts to layout the AI field, AI server demand ushered in a strong growth in shipments of strong momentum driven by HBM (HBM technology uses 3D stacking technology, multiple DRAM chips stacked together to form a high-density, high-bandwidth storage module) demand.