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Story summary
- Micron Technology plans to expand its high-bandwidth memory offerings with the upcoming HBM4E chips for AI and data-center clients.
- Micron's HBM business generated nearly $8 billion in revenue in fiscal 2025.
- The company has partnered with Taiwan Semiconductor Manufacturing Company (TSMC) for customized manufacturing.
- On October 16, 2025, Micron's stock rose to a record high of $204.71.
- Analysts expect continued revenue growth amid tight supply and rising AI-related needs.
