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The Latest Breaking News from Sanjay Mehrotra

Micron CEO warns 'AI is in very early innings' and it will 'need more memory' — another ominous sign the RAM crisis isn't going anywhere

Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so.

TechRadar

Google’s new Android Automotive update wants to control your car's 'brain' — as Micron predicts cars will soon need 300GB of RAM

Cars are rapidly turning into computers as Android Automotive update will soon make it the ‘brain’ of your car, but Micron says vehicles will soon need 300GB of RAM to function.

TechRadar

After Blowout Earnings, How Much Higher Can Micron Go?

Despite astronomical gains over the past year, Micron continues to set records. Its pivotal role in the AI revolution is likely to continue rewarding investors.

MarketBeat

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After closing the Crucial brand, Micron's revenues are soaring in the RAMpocalypse: "In the AI era, memory has become a strategic asset for our customers"

Micron's latest financial results show that the company is thriving after closing the Crucial brand, and "mobile and client" sales are its biggest growth area.

GamesRadar

Micron predicts that cars will need 300GB of RAM — memory-laden vehicles could exacerbate shortages but create 'robust long-term growth in automotive memory demand'

Micron CEO Sanjay Mehrotra predicts that self-driving vehicles would require at least 300GB of RAM, meaning increasing demand could drive another memory chip shortage as these cars are essentially AI supercomputers on wheels.

Tom’s Hardware

‘We are only able to supply, for our key customers in the midterm, about 50% to two-thirds of their requirements’: Micron CEO forecasts production spend increase to meet the insane demand for memory – but the RAM crisis will only get worse

The RAM crisis is having a knock-on effect on the memory industry in general - but there could be an unlikely hero.

TechRadar

Stocks Continue to Slide on Energy Shock: Stock Market Today

Not even "exceptional" earnings and "stellar" guidance could save one of the hottest chip stocks from the shocks of 2026.

Kiplinger

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Forget about PCs or LLMs, Micron says driverless cars and humanoid bots will soon be gobbling up 300 GB of RAM per device

If you want clever machines, you're going to need a load of memory.

PC Gamer

CEO Sanjay Mehrotra Says Demand for Memory Will Keep Lifting Micron Stock for Years to Come

Micron stock is benefiting from sustained AI-driven memory demand, with visibility through 2027 supporting pricing strength, capacity expansion, and long-term returns.

Barchart

Micron says memory shortages will persist beyond 2026 but 'more memory is essential' for the 'AI experience'

*Collective groaning noise*

PC Gamer

Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand

Micron posted record revenues in its first earnings call since killing the consumer Crucial brand, though it admits that supply shortages will persist.

Tom’s Hardware

Micron takes the HBM lead with fastest ever HBM4 memory with a 2.8TB/s bandwidth - putting it ahead of Samsung and SK Hynix

Micron announces industry leading HBM4 with 2.8TB/s bandwidth and 11Gbps pin speeds, claiming performance advantage over Samsung and SK Hynix.

TechRadar

Micron CEO Says 'AI Is The Driver Of Our Growth' After Record-Breaking 2025

Micron Technology, Inc. (NASDAQ:MU) analyst estimates on the top and bottom lines in the fourth quarter, and CEO Sanjay Mehrotra attributed the growth to AI-related demand.

Benzinga

What's Going On With Micron Stock Wednesday?

Micron Technology Inc (NASDAQ:MU) stock is trending on Wednesday on the heels of the company’s quarterly results. Multiple analysts also lifted price targets following the print. Here’s what you need to know.

Benzinga

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Benzinga

Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer'

Semiconductor giant Micron Technology Inc. (NASDAQ:MU) is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market.

Benzinga

Micron CEO Says Next-Gen Computer Memory Coming In 2026, Expects Demand Surge: 'We Will Be At The Forefront…'

On Tuesday, Micron Technology Inc. (NASDAQ:MU) said that its next generation of high-speed computer memory will launch in 2026. The company's current chips are already fueling Nvidia Corporation's (NASDAQ:NVDA) most advanced artificial intelligence systems.

Benzinga

Micron Q4 Earnings Preview: Market Expert Says 'Much To Be Optimistic About'

Semiconductor giant Micron Technology (NASDAQ:MU) could report record quarterly revenue for a second straight quarter when the company reports fourth-quarter results Tuesday after market close.

MarketBeat

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

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Barchart

Can Micron Stock Hit $200 in 2025?

One analyst predicts that Micron could hit a bold Street-high target of $200.

Tom’s Hardware

Micron details new U.S. fab projects: HBM assembly comes to the U.S., Idaho Fab comes online in 2027, New York fabs later

Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.

Tom’s Hardware

Micron samples ground-breaking EUV-based memory — new DRAM process slashes power consumption by 20% and boosts performance by 15%

Micron has begun sampling LPDDR5X chips made with its new 1γ process that relies on EUV patterning, marking a major technology transition that improves performance, power efficiency, and bit density across its DRAM portfolio.

Benzinga

What's Going On With Micron Stock Thursday?

Micron Technology Inc (NASDAQ:MU) shares are in the spotlight Thursday following the company’s fiscal third-quarter results. Multiple analysts boosted price targets following the print.

Benzinga

Micron CEO Cautions AI Boom May Not Be Fully Sustainable, Flags Tariff-Driven Demand Pull-In

During Micron Technology Inc.’s (NASDAQ:MU) third quarter results, the company’s CEO, Sanjay Mehrotra, warned investors that not all of the AI-fueled demand surge may be sustainable.

Benzinga

Micron Q3 Earnings: Revenue, EPS Beat Estimates As Data Center Revenue More Than Doubles, Strong Guidance On Rising AI-Driven Demand

Micron Technology Inc (NASDAQ:MU) reported financial results for the third quarter of fiscal 2025 after the market close on Wednesday. Here’s what you need to know from the report.

Fortune

Intel's incoming Malaysian-born CEO is the latest Fortune 500 semiconductor exec to hail from Asia

Lip-Bu Tan, who was born in Malaysia and went to university in Singapore, will take over as Intel's CEO on March 18. The news sent shares up over 10%.

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