HBM demand continues to surge! Micron (MU.US) builds another chip factory to accelerate expansion

From Nvidia CEO Jensen Huang recently calling on global storage chip manufacturers to expand HBM production as much as possible, promising that Nvidia will buy as much as they produce, to AMD CEO Lisa Su planning to ally with Samsung Electronics to secure large-scale HBM supply, it fully highlights the exponential surge in demand for storage chip products including HBM, DRAM, and NAND. This is also the driving force behind the accelerated capacity expansion by the three major original storage chip manufacturers: Micron, SK Hynix, and Samsung Electronics.