Mark Murphy
CFO of Micron
“HBM TAM is now easily crossing $100 billion in 2027.”
“FY2027 capex is expected above the mid-$40 billion range... majority tied to construction that does not produce bits until 2028.”
Mark Murphy
One-line summary: CFO of Micron; tracked for HBM TAM, capex, and bit-output timing statements.
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On hbm-cowos-as-binding-bottleneck:
"HBM TAM is now easily crossing $100 billion in 2027." — 2026-06-24-earnings-mu-q3-fy2026 (2026-06-24)
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On hbm-cowos-as-binding-bottleneck:
"FY2027 capex is expected above the mid-$40 billion range... majority tied to construction that does not produce bits until 2028." — 2026-06-24-earnings-mu-q3-fy2026 (2026-06-24)
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