Dossier
oversupply
Coverage of oversupply in the Nexus archive.
- Micron's CEO is arguing AI has permanently broken memory's boom-bust cycle
Micron's CEO, Sanjay Mehrotra, argues that persistent demand generated by artificial intelligence (AI) is altering the memory industry's traditional market cycles. He suggests that this strong AI demand is replacing the historic pattern of oversupply and subsequent price collapse.