25 days ago
- Memory is crucial in AI infrastructure, increasing demand for high-performance DRAM and storage such as HBM, LPDDR, and fast SSDs.
- AI has elevated memory from a commodity to a key strategic component, with major companies competing for advanced memory subsystems.
- The current demand surge is driven by long-term expansion in use cases across servers, smartphones, automotive, and cloud, accelerated by AI.
- Micron is in volume production with HBM4, focusing on improved bandwidth and power efficiency while addressing manufacturing complexities.
- Memory companies like Micron plan capacity based on long-term industry outlooks and investments, not just reactive to short-term demand changes.
- Custom HBM and standard JEDEC offerings coexist, with custom solutions for specific customer needs beyond standard specifications.
- LPDDR is seeing increased use in data centers, with innovations like SOCAMM modules offering high capacity (up to 256GB) and flexibility.
- LPDDR6 is being designed with data center needs in mind from the start, including features for reliability and monitoring.
- Micron invests in technology pathfinding 5-7 years ahead, demonstrating capabilities like 16-Hi HBM4 to prepare for future demands.
- The company emphasizes a product-first approach, with a full portfolio including PCIe Gen 6 SSDs and partnerships with key customers like Nvidia.