More Than Moore — sniff.trade

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4w ago

1 trades tracked · Dr. Ian Cutress

Q&A with Micron’s VP and GM of Memory — The Opportunity and Demand of DRAM + HBM Memory is one of the foundational tech

@More Than Moore · Dr. Ian Cutress

AI demand has completely wiped out Micron's memory chip inventory, leaving their production capacity fully sold out through 2026.

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