Riding the Memory Boom and Trying to Avoid the Bust

2 days ago

GenAI is driving massive demand for DRAM, HBM, and flash memory, with supply shortages expected to persist.
Memory makers are poised for huge profits as demand outstrips capacity, leading to rising prices and more expensive systems.
System architects will need to innovate to do more with less memory, making efficiency techniques like compression and de-duplication critical.
Micron's financial performance exploded in Q2 FY2026, with revenues nearly tripling and profits increasing over eightfold.
Micron's DRAM revenue grew dramatically, driven by price increases, while HBM and high-capacity server memory segments saw significant growth.
Micron's datacenter business units saw substantial revenue and profit increases, benefiting from the memory boom.
Micron signed its first five-year strategic customer agreement to secure capacity expansion amid high capex investments.

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