Memory Is the “Strategic Infrastructure of the AI Era,” Micron CEO Says
Micron CEO Sanjay Mehrotra said memory has become the strategic infrastructure of the artificial intelligence era, a shift he argues has permanently reset the economics of a cyclical industry.
He made the comments on Thursday at a semiconductor fabrication site near the company's headquarters in Boise, Idaho. The firm is building two fabs as part of a planned $250 billion investment in US manufacturing and research.
Why Mehrotra Calls Memory Infrastructure
Memory has long moved in cycles. Strong demand pulls in new capacity. Excess supply then pushes prices back down.
Mehrotra argues that AI has created a more durable source of demand. This is also changing how customers value memory, according to him. Customers can no longer treat memory as a commodity bought mainly on price.
Instead, memory increasingly needs to work alongside the processors and systems using it. That shift makes memory more important to overall system performance.
"That's why I call it the strategic infrastructure of the AI era," he said. "Today, there is no AI without memory. AI systems need more memory," he said.
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