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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We see the combination of AI data center demand and the ramp of HBM and its associated trade ratio contributing to tightness at the leading edge and constraining non-HBM DRAM supply.
- Sanjay Mehrotra
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Quotes from micron Executives About Artificial Intelligence and Generative AI
Dramatic improvements in computation hardware have reduced the per-token cost of generative AI models. These hardware improvements, along with more efficient algorithms and software, drive down the cost of inference and make generative AI-based capabilities more accessible to new applications and use cases.
- Sanjay Mehrotra
As GPU and custom AI accelerate our performance capabilities continue to improve with each new generation of product, these high-performance processors are starved of memory bandwidth. HBM memory provides the bandwidth necessary to leverage these powerful processors in the most effective and efficient manner.
- Sanjay Mehrotra
...we see strong demand for HBM... Micron's industry-leading HBM3E delivers a 30% power reduction compared to the competition. And our HBM3E 12-high has a remarkable 20% power advantage over competing 8-high products while providing a 50% higher memory capacity.
- Sanjay Mehrotra
...we expect multibillion dollars in HBM revenue in fiscal 2025. Looking ahead, we are enthusiastic about Micron's HBM4, which will ramp in volume in calendar 2026. Our HBM4 provides a bandwidth increase of over 60% compared to HBM3E.
- Sanjay Mehrotra
...AI PCs required a minimum of 16 gigabytes of DRAM, with many models requiring even higher memory versus the average 12 gigabyte PC content last year.
- "Sanjay Mehrotra"