Micron is currently an underdog in the market of high-bandwidth memory, but it looks like things are changing rapidly as the company said that its supply of HBM3E memory had been sold out for 2024 and allocated for most of 2025. For now, Micron has said that its HBM3E will show up in Nvidia's H200 GPU for artificial intelligence and high-performance computing, so it looks like Micron is poised to grab a sizeable HBM market share.
"Our HBM is sold out for calendar 2024, and the overwhelming majority of our 2025 supply has already been allocated," said Sanjay Mehrotra, chief executive of Micron, in prepared remarks for the company's earnings call this week. "We continue to expect HBM bit share equivalent to our overall DRAM bit share sometime in calendar 2025."
