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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Memory is now essential to AI cognitive functions, fundamentally altering its role from a system component to a strategic asset that dictates product performance from data center to the edge.
- Sanjay Mehrotra
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Quotes from micron Executives About Artificial Intelligence and Generative AI
With our technology leadership, differentiated product portfolio, strong operational execution, and solid balance sheet, Micron Technology, Inc. is in the best competitive position in its history and is one of the semiconductor industry's biggest enablers of AI.
- Sanjay Mehrotra
As the world's leading technology companies advance toward artificial general intelligence and transform the global economy, our customers are committing to an extraordinary multiyear data center build-out.
- Sanjay Mehrotra
Micron Technology, Inc.'s HBM4, with industry-leading speed over 11 gigabits per second, is on track to ramp with high yields in the second calendar 2026, consistent with our customers' product ramp plans.
- Sanjay Mehrotra
Our data center NAND portfolio revenue exceeded $1 billion in fiscal Q1, and we are seeing strong momentum across our data center SSD portfolio enabled by our leadership NAND technology.
- Sanjay Mehrotra
AI is driving memory content growth. The shipment mix of flagship smartphones with 12 gigabytes of DRAM increased to 59% in calendar Q3, more than twice the level from a year ago.
- Sanjay Mehrotra
AI-driven demand is here, and it is accelerating. And Micron Technology, Inc. is capturing these opportunities with the best competitive position in its history.
- Sanjay Mehrotra
Today, over 80% of our professional workforce actively uses GenAI, with total usage up tenfold since last year.
- Mark Murphy