Tech industry
fromComputerWeekly.com
3 days agoChip makers warn of a looming shortage in DRAM and SSD | Computer Weekly
Cloud providers' AI-driven memory demand is causing a global shortage and sharp price rises in DRAM, NAND, and HBM components.
The chipmaker's pivotal role in supplying high-bandwidth memory (HBM) and storage solutions for AI data centers positions it for explosive growth without the hype. While Nvidia dominates GPUs, Micron fuels the backbone DRAM and NAND chips essential for AI training and inference, where data volume is exploding. This under-the-radar status has kept its valuation attractive, with a forward P/E of just 12 and a price-to-earnings-to-growth (PEG) ratio of a minuscule 0.22, signaling significant undervaluation amid AI's boom.