𝛼SK or Searchbearish
Micron sells AI memory before the year starts, and each bit takes three times the wafer
SUMMARY
- Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts.
- By Micron's own account, each unit of it uses about three times the silicon of ordinary computer memory.
- So while AI memory grows faster than the rest, it takes silicon away from the ordinary memory in phones, laptops and servers, and keeps that short too.
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- Micron sells AI memory before the year starts, and each bit takes three times the wafer13 Oct 2026
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