Micron CEO Warns AI Is Only in the 'First Innings' as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM
…The DRAM demand will continue to increase with the influx of refreshed and newer platforms. Micron is supplying HBM4 36GB (12-Hi) DRAM for NVIDIA's Vera Rubin platform , and is expecting…
