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Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal) from Techmeme RSS feed.
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)
Robbie Whelan / Wall Street Journal:
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand — For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.