MU · News · 20261022N

Competition and Market Share

MICRON TECHNOLOGY INC · 2026-10-22 · Importance 37 · Surprise 42

Micron will not pursue the 4F² DRAM architecture and instead is prioritizing 3D technology in its roadmap. Chief Technology Officer Scott DeBoer characterized the 4F² design as complex and costly, while emphasizing capacitor pitch as the key DRAM-scaling variable. Chinese rival CXMT is advancing the architecture and plans server-memory products, creating a potential long-term market-share and pricing threat for Micron.