Micron Set to Report Earnings After the Bell

The video discusses Micron's revenue from high bandwidth memory (HBM) and its potential growth, estimating it to be a small but rapidly growing part of their revenue. It explores methods for analyzing market demand for GPUs and ASICs, and compares HBM to traditional DRAM chips. Concerns about excess inventory in the legacy DRAM business are also addressed, highlighting market stability and potential weaknesses.

What is the estimated revenue generated by Micron from high bandwidth memory (HBM) in 2024?

• 1 billion dollars

• 5 billion dollars

• 2 billion dollars

• 500 million dollars

Which companies are analyzed to understand the demand for HBM?

• Intel and AMD

• NVIDIA and Qualcomm

• Marvell and Broadcom

• Samsung and SK Hynix

What percentage of Micron's revenue is expected to come from HBM next year?

• 15%

• 20%

• 5%

• 10%

What is a concern regarding the legacy DRAM business?

• Lack of competition

• Excess inventory affecting prices

• High demand in the PC market

• Rapid growth in smartphone sales

How have Micron and its South Korean peers managed supply in the DRAM market?

• By being disciplined with supply

• By focusing on AI markets

• By increasing production

• By reducing prices