Descrizione al grafico: Micron (MU) CEO Sanjay Mehrotra said that AI is driving increased demand for its memory products. "AI-driven demand is accelerating,” Mehrotra told CNBC during an interview on Friday. “It is real. It is here, and we need more and more memory to address that demand.” Mehrotra said the company saw growth in the high-teens percentage range for its server memory products by the end of 2025, along with stronger-than-expected growth for PC memory and storage. As a result, the company is working to produce more chips at its existing manufacturing facilities while it builds additional capacity.

Descrizione per watch list o operatività: We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand,” Mehrotra added.