Datacenters and GPUs will continue to rely on HBM for AI inference as it offers both capacity and bandwidth, but the latest data reveals that memory manufacturers like Micron will continue to benefit from general-purpose DRAM shipments when comparing gross margins. In fact, the latest research states that allocating more manufacturing capacity for HBM is actually hurting Micron’s business. Gross margin for HBM is slowly increasing, but even next year, it won’t be in the same league as DRAM From 2025, data from UBS states that Micron’s gross margin for general-purpose DRAM increased from 44 percent to 50 percent, with […]
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