Micron guidance points to structural memory tightness through 2030, not a cycle
McDonaghMatthew · x · 2026-10-01
- Paradis Labs argues Micron ($MU) is effectively guiding for consistent growth until the end of the decade.
- Supply-demand conditions in memory are expected to stay tight through 2030.
- The key claim: this is structural AI-driven demand, not a traditional cyclical upswing.
Related event: Micron's FY26 Q4 Revenue Soars 379% to $54.2B, Guidance Beats Again(9 posts)→
More from Infra
- Epoch AI: cost of a given AI performance level falling 47% per quarter, the fastest in tech history — dl_weekly · 2026-10-01
- Magnitude: open-source inference engine that self-tunes kernels, up to 2x faster than llama.cpp — paranoidray · 2026-10-01
- Google's Spanner Omni goes GA with 2M+ downloads, bringing distributed SQL to any cloud or laptop — rakyll · 2026-10-01
- Meta Claimed $3.9B Research Tax Credit by Labeling AI Data Centers as 'Experiments' — mkheck · 2026-10-01
- Memory's $200B inflection: concurrent AI sessions turn DRAM into an architecture problem — BenBajarin · 2026-10-01
- Local 27B Face-off: Dirk-Qwen3.8 Beats Swift-1.5 on a 200-Question Personal Eval — norenEnmotalen · 2026-10-01