Micron says the AI party is far from over, but not all are celebrating - CNBC

Micron Technology stated that the AI boom is far from over, despite a recent cooling in market enthusiasm for AI-related technologies. While the semiconductor industry, particularly memory and chip ma... Read original →

Micron’s bullish stance on AI reflects a strategic bet on sustained demand for HBM and LPDDR5X memory in data centers and edge AI. Technically, this accelerates TSMC’s CoWoS packaging capacity build-out and RISC-V adoption in inference workloads. Compliance-wise, U.S. export controls force Micron to reconfigure its Xi’an facility away from AI products, raising operational costs by over 15%. In market dynamics, Samsung is undercutting HBM3E prices while SK Hynix secures long-term GB200 supply deals with NVIDIA. Over the next 12–24 months, the AI memory sector will bifurcate: premium segments consolidate around integrated tech leaders, while mid-tier capacity faces oversupply—only players with advanced process integration will endure.