Micron Shortens Its Product Cadence To Align With Grace Blackwell (Rating Upgrade)
Micron (NASDAQ: MU ) is positioning itself for the next growth cycle as management focuses assets on higher-yield chips, particularly in transitioning from HBM3E 8-high to HBM3E 12-high as part of the next generation Nvidia GB300 GPU. As part of its partnership withMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, ...