AI Index / Micron Technology, Inc.
Micron Technology, Inc. (MU)
Micron Technology leverages AI across its memory products -- like DRAM, NAND, and high-bandwidth memory (HBM) -- and has customers spanning automotive brands and data scenters. Micron may benefit from AI’s role in expanding memory and storage requirements.
Loading...
Memory is essential to extend the frontier of AI capability. Multiple vectors will drive AI memory demand over the coming years. Growing model sizes and input token requirements, multimodality, multiagent solutions, continuous training, and the proliferation of inference workloads from cloud to the edge.
- Sanjay Mehrotra
Similar Companies in the Swift AI Index
Quotes from micron Executives About Artificial Intelligence and Generative AI
We are making investments to support AI-driven demand and our manufacturing network is well positioned to execute on these opportunities.
- Sanjay Mehrotra
During the quarter, Micron started shipments of production-capable HBM3E 12-high 36GB units to key industry partners to enable qualifications across the AI ecosystem.
- Sanjay Mehrotra
[...] our HBM is sold out for calendar 2024 and 2025, with pricing already determined for this time frame.
- Sanjay Mehrotra
[...] leading PC OEMs have recently announced AI-enabled PCs with a minimum of 16GB of DRAM for the value segment and between 32GB to 64GB for the mid and premium segments [...].
- Sanjay Mehrotra
[...] we expect unit growth [for PCs] to continue in 2025 and accelerate into the second half of calendar 2025, as [...] next-gen-AI PCs [...].
- : Sanjay Mehrotra