# Micron posted a record Q2 as DRAM demand increases.

*semiconductor · news · 2026-05-03 · Wccftech*

## Key points

- Micron expects AI demand for DRAM and NAND to exceed 50% of industry TAM this year.
- Micron is supplying HBM4 36GB DRAM for NVIDIA's Vera Rubin platform and planning HBM4E for 2025.
- LPDDR5X in SOCAMM2 modules now offers up to 2 TB capacity for large-scale AI deployments.
- 32 GB RAM is now standard for PCs running Agentic AI workflows locally, per Micron.
- Micron anticipates continued tight memory supply, limiting both PC/mobile unit growth and AI server expansion.

**Companies:** Micron Technology
**Countries:** United States

[Read the full story on Wccftech](https://wccftech.com/micron-ceo-warns-ai-is-only-in-the-first-innings-memory-supply-tightens-dram-nand-demand/)

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