While it certainly make sense to listen carefully to $Micron Tech(MU.US)'s comments about #HBM, I think the more incremental information comes in regards to comments about a potential start to a mainstream demand recovery; which is consistent with what we are starting to see in the data.
"Customers definitely continue to signal a constructive demand environment for the remainder of the calendar year""Sequentially, DRAM revenue increased 15% with bit shipments increasing over 20% and prices decreasing in the low single-digit percentage range, primarily due to a higher consumer-oriented revenue mix""We expect CY25 industry DRAM bit demand growth to be in the high teens percentage range and industry NAND bit demand growth to be in the low double-digit percentage range"Source: Chips & Wafers
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