Robbie Whelan / Wall Street Journal:

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-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.

Robbie Whelan / Wall Street Journal:

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-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.