https://www.live-feeds.com/feed/micron-mu-ceo-ai-shift-breaks-traditional-memory-market-cyclesContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/micron-mu-ceo-ai-shift-breaks-traditional-memory-market-cycleshttps://www.live-feeds.com/feed/micron-mu-ceo-ai-shift-breaks-traditional-memory-market-cycles#u52753Mon, 31 Aug 2026 05:07:06 +0000Micron Technology's CEO Sanjay Mehrotra says AI is disrupting traditional memory market cycles. Customers are demanding more memory than Micron can supply, with one report indicating requests are 50% higher than supply. This shift is driving growth, with Micron adding $10 billion to its U.S. AI investments. The company's memory products are in high demand, particularly for AI applications.Why it mattersThe memory market has traditionally been cyclical, with demand fluctuating over time. However, the rise of AI and its applications is changing this dynamic, driving sustained demand fo