Micron's 58th-Ranked $1.02B Volume Defies HBM Surge AI Fuels $35B Demand by 2025

On August 25, 2025, Micron Technology (MU) closed with a 1.07% decline, marking a drop in trading volume to $1.02 billion—a 49.75% decrease from the previous day. The stock ranked 58th in market activity, reflecting reduced short-term liquidity. Despite this, the company’s long-term fundamentals remain robust, driven by surging demand for its High Bandwidth Memory (HBM) products. Micron confirmed that its full HBM supply for 2025 is already sold out, with demand projected to rise from $18 billion in 2024 to $35 billion in 2025, fueled by AI and data center growth. The firm is scaling production of its next-generation HBM4, which offers 2 terabytes per second bandwidth and 20% lower power consumption, positioning it to meet tightening supply conditions.

Sequential HBM revenue growth hit 50% in Q3 2025, accelerating market share gains toward parity with its DRAM segment by mid-2025. Volume shipments of HBM3E are underway, while HBM4 sampling for 2026 platforms has begun. To sustain this momentum, Micron is expanding backend manufacturing capacity and plans to add HBM production in Singapore by 2027. These investments align with expectations of HBM outpacing DRAM growth, solidifying Micron’s leadership in the AI memory sector. Analysts highlight the company’s strategic alignment with AI-driven demand as a key catalyst for future revenue expansion.

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