Micron, 1 of the 3 biggest representation suppliers successful the world, forecasts unsmooth months up for the planetary RAM supply. As part of its net report released connected Wednesday, Micron CEO Sanjay Mehrotra said "tight manufacture conditions" crossed DRAM and NAND flash representation are expected to "persist done and beyond" 2026 arsenic AI drives up demand.
With the AI roar successful afloat swing, Micron is making much wealth than ever arsenic companies similar OpenAI, Meta, Microsoft, and Google capable their information centers with almighty chips that travel packaged with high-bandwidth representation (HBM). It erstwhile again reported grounds gross of $13.64 cardinal this past quarter, a sizeable …
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