Micron Set to Report Earnings After the Bell

The video discusses Micron's revenue from high bandwidth memory (HBM) and its potential growth, estimating it to be a small but rapidly growing part of their revenue. It explores methods for analyzing market demand for GPUs and ASICs, and compares HBM to traditional DRAM chips. Concerns about excess inventory in the legacy DRAM business are also addressed, highlighting market stability and potential weaknesses.

What is the current percentage of revenue from high bandwidth memory for Micron?

What factors are affecting the PC and smartphone markets according to the text?