a month 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.