Micron Plans $25B+ Capital Spending as Amazon AWS Demand Lifts HBM Pricing
Micron plans more than $25 billion in capital spending to expand memory output as strong AWS demand pulls high-bandwidth memory (HBM) through the system. The outlook could still shift if supply expansion weakens pricing and pressures Micron margins, even as it may lower Amazon’s costs. Micron ownership climbed to 184 funds from 154, while Amazon rose to 369 from 353.