Anonymous17 days ago
Micron Technology has crossed the $500 billion market capitalization threshold after entering high-volume production of HBM4 memory chips for NVIDIA's Vera Rubin AI platform, with its entire 2026 capacity already sold out. The AI-driven memory supercycle has transformed the once-cyclical chipmaker into a strategic infrastructure powerhouse, but the reallocation of global memory production toward data centers is creating an unprecedented shortage that threatens to shrink the smartphone market by nearly 13% and raise PC prices by 20% or more.