Micron Just Made the AI Memory Bottleneck Obvious

Micron moved HBM4 into high-volume production on March 16, 2026, then reported $23.86 billion in fiscal Q2 2026 revenue on March 18.

This short explains why those two dates matter together: HBM4 now looks like one of the clearest physical bottlenecks in the AI race, with Micron saying both AI and traditional server demand are constrained by inadequate memory supply.

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