In the summer of 2024, at the annual Computex event, we were treated to all kinds of new PC hardware, from outlandish coolers, funky new memory sticks, and ear-splitting robots. We also got the chance to sit down with Micron and chat about all things DRAM and SSD, and even though it barely registered at the time, we were told in no uncertain terms that a memory pricing crisis was on its way.
It wasn't couched in hedge-betting, weasel words, or any other roundabout way of masking the truth. Micron's vice president, Dinesh Bahal, set the table as clear as it could have possibly been when discussing the AI industry's rampant consumption of memory.
