$Micron Technology(MU)$ The HBM story looks bigger than most people realize. Every time the market talks about ASIC growth, it is worth remembering one thing: it also means massive HBM demand. Each new generation requires more memory capacity. HBM already consumes roughly 3x the wafers per bit, and increasingly taller stacks only push demand higher. The market may still be underestimating the memory cycle that could unfold over the next several years. The coming 2027 ASIC expansion could become one of the biggest memory demand drivers yet. Patience matters — the real memory boom may still be ahead.
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