Will's Blog: Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)

17 February 2026

Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand (Robbie Whelan/Wall Street Journal)

Robbie Whelan / Wall Street Journal:
Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand — For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.

Posted from: this blog via Microsoft Power Automate.