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wccftech.com

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

… Related Story Intel Crescent Island “Xe3P” GPU Scales To 480 GB of “Cost-Optimized” LPDDR5X Memory, Beating NVIDIA Rubin & AMD MI450X With Highest Capacity During a conversation with CNBC, Micron's CEO said that what we are seeing right now in the AI industry is just the beginning, terming it as th… …

May 3, 2026 · Hassan Mujtaba