Micron: AI memory crunch rewrites the market with long-term deals and custom designs

Micron management said memory has become the key bottleneck limiting AI performance as AI spreads from data centers to edge devices and robots. The company is betting on long-term contracts and custom designs instead of spot supply.

• Memory named the main limiter of AI performance growth
• Micron shifts to long-term contracts and custom solutions
• Memory demand grows due to AI in data centers, devices, and robots