The AI Boom: Nvidia's Record Run, Micron CEO Exclusive 6/26/25
Squawk on the Street
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Micron's Rise in AI Semiconductor Market
This chapter explores Micron's record $9.3 billion revenue driven by surging demand for AI technologies and high bandwidth memory (HBM). It highlights the company's strategic shift towards sustained growth amidst market fluctuations, focusing on innovations in next-generation memory technology. The discussion also covers Micron's significant investments in U.S. semiconductor manufacturing and its role in enhancing national security.
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