微粒的增长取决于在需求激增时向Nvidia提供用于AI芯片的HBM。 Micron’s growth hinges on supplying Nvidia with HBM for AI chips as demand surges.

微技术公司作为Nvidia的高带内存(HBM)的主要供应商,在AI芯片市场上占支配地位,其作用日益决定了微技术公司的业务。 Micron Technology's business is increasingly shaped by its role as a key supplier of high-bandwidth memory (HBM) to Nvidia, which dominates the AI chip market. 分析家认为,这种联系是影响微小公司增长的最重要因素,因为对AI基础设施的需求不断增长,增加了对HBM的需求。 Analysts say this connection is the most significant factor influencing Micron’s growth, as rising demand for AI infrastructure boosts need for HBM. 这一伙伴关系加强了微小公司在AI供应链中的地位,其长期前景与AI技术的继续扩展挂钩。 The partnership strengthens Micron’s position in the AI supply chain, with long-term prospects tied to continued expansion in AI technology.