Micron Webinar: Bet on Bit Growth, Not History, for Memory Demand
BenBajarin · x · 2026-10-21
Analyst Ben Bajarin shared a slide from a Micron webinar mapping the technology cycles driving memory demand now and ahead, with the core takeaway: bet on bit growth rather than historical cycles.
More from Infra
- NVIDIA expands supply chain: substrate capacity to grow 2.5x, Amkor packaging up 300% — nvidia · 2026-10-21
- Micron pitches co-design memory roadmap as key to meeting AI demand — BenBajarin · 2026-10-21
- Memphis votes to temporarily ban new data center construction for 135 days — Polymarket · 2026-10-21
- Micron details AI-class NAND: high-IOPS and high-bandwidth lines for KV cache and long context — BenBajarin · 2026-10-21
- Micron: HBM production will keep stressing DRAM wafer supply through 2030 — BenBajarin · 2026-10-21
- Gemini 4 Argon processed ~25 trillion tokens within 3 days of launch, Google says — Polymarket · 2026-10-21