Micron's CEO is arguing AI has permanently broken memory's boom-bust cycle
Sanjay Mehrotra argues persistent AI demand is replacing the industry's historic cycle of oversupply and price collapse
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- Better Buy: Micron or SK hynix for the AI Memory Boom? fool.com
- Better Buy: Micron or SK hynix for the AI Memory Boom? nasdaq.com
- Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry cnbc.com
- Micron CEO calls memory ‘strategic infrastructure of the AI era’ seekingalpha.com
