semiconductor / news / / Wccftech
Micron posted a record Q2 as DRAM demand increases.
Micron expects AI demand for DRAM and NAND to exceed 50% of industry TAM this year.
KEY POINTS
- 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
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