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.
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Location: US
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Market Cap: $103.6B
link
https://www.micron.com
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AI demand pull for those products is just so strong.
- Sumit Sadana
Quotes from micron Executives About Artificial Intelligence and Generative AI
We are actually the pioneering memory supplier of LP in the data center. If you think about all of the market for LP in the data center worldwide, it is pretty much Micron driving that right now.
- Sumit Sadana
[...] this -- these two categories for the data center in itself is going to be multi-billions of dollars. HBM separately is multiple billions of dollars. Data center SSD is going to be multiple billions of dollars.
- Sumit Sadana