MU · News · 20261022N

Products and Technology

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

Micron is declining to adopt the 4F² DRAM architecture and is instead pursuing 3D technology in its DRAM roadmap. CTO Scott DeBoer characterized 4F² as complex and costly, arguing that capacitor pitch rather than cell structure is the key scaling variable. The technology choice is framed as a competitive positioning decision as Chinese rival CXMT advances 4F²-based DRAM and plans server-memory products.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomeunclearprobable—Micron decided to forgo 4F² DRAM architecture in favor of 3D technology.