Micron sees sustained AI demand driving memory market growth

seekingalpha.com

Micron anticipates sustained AI-driven memory demand, bolstered by long-term customer agreements ensuring future growth. The company is shifting to high-volume inference and expanding its higher-margin product mix, reducing dependence on short-term price increases. Bit demand for DRAM and NAND is projected to exceed supply until at least 2028, with data center needs supporting pricing stability.


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Micron sees sustained AI demand driving memory market growth | News Minimalist