MU · News · 20261019N

AI Infrastructure Demand

MICRON TECHNOLOGY INC · 2026-10-19 · Importance 26 · Surprise 24

Industry research cited by third-party reporting expects memory used in 3D integrated circuits to reach $22.2 billion by 2030, driven by data-center demand for denser and more energy-efficient silicon. Reporting indicates Micron is shifting supply toward high-bandwidth memory and other AI-oriented products as smartphone memory orders weaken. This mix shift could increase Micron’s exposure to AI infrastructure spending while reducing its reliance on mobile customers.