Micron CEO Warns AI Is Only in the βFirst Inningsβ as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM
3 May 2026 at 15:10
Micron posted a record Q2 as DRAM demand increases, but its CEO says this is just the beginning as more memory is required for AI to reach its full capabilities. Micron CEO Sees Demand For Faster Memory To Increase Massively For AI To Reach Its Full Potential Memory & Storage maker, Micron, has seen exceptional growth across all of its businesses, which include DRAM, NAND, and HBM. The growth comes from skyrocketing demand for their products as the Agentic AI craze continues to lift off every memory and storage firm. During a conversation with CNBC, Micron's CEO said that what [β¦]
Read full article at https://wccftech.com/micron-ceo-warns-ai-is-only-in-the-first-innings-memory-supply-tightens-dram-nand-demand/
