Micron multiplies its value tenfold thanks to Nvidia AI

A year ago, Micron was worth 100 billion dollars. Today it exceeds a trillion. The reason: artificial intelligence. Nvidia, the graphics chip giant, pushed it to manufacture specialized memory for data centers. Micron left behind its culture of extreme savings to become a key supplier in the new technological race.

Micron memory chip fabrication line, robotic arms placing HBM3E memory modules onto Nvidia GPU interposers, laser alignment systems calibrating high-bandwidth connections, blue-tinted cleanroom environment, glowing data streams visualized as light particles flowing through memory stacks, cinematic engineering visualization, extreme macro focus on silicon wafer bonding process, industrial white lighting with cool blue accents, hyperdetailed microchip architecture, photorealistic technical render

The technical leap: high-bandwidth memories 🚀

The secret lies in HBM (High Bandwidth Memory). Micron develops stacked chips that offer higher speed and lower power consumption. These modules are essential for Nvidia's AI accelerators, such as the H100 or the B200. Demand is so high that Micron has sold its entire 2024 and 2025 production. The company went from manufacturing generic chips to designing exclusive products for a dominant client.

The dark side of the boom: your next phone will cost an arm and a leg 😅

While Micron celebrates its record figures, we mere mortals look warily at the price of electronics. It turns out that manufacturing chips for AI consumes wafers and production capacity that were previously used for phone and laptop memory. So don't be surprised if the next iPhone costs as much as a small car. But hey, at least AI will be able to write bad jokes about how expensive everything is.