‘No AI Without Memory’: Micron CEO Says the Chip Industry’s Old Boom-Bust Playbook Is Breaking
Micron CEO says AI has ended memory's boom-bust cycle, turning it into critical infrastructure as data center supply falls 50% short.
Memory chips used to go through ups and downs, but now AI needs so many of them that they've become super important, like electricity. When you look at chip companies, watch whether they can keep making enough memory chips to meet all the demand.
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