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Micron: A Crucial Mistake
Micron’s move is symptomatic of a larger shift across the semiconductor industry, where the fortunes of consumer-grade memory are being overshadowed by the booming demand from AI infrastructures: high-performance data centers, cloud computing, and machine-learning workloads.
What once was a balanced market, supporting both everyday PC users and enterprise needs, is tilting heavily toward enterprise.
David Dzien
Dec 4, 20255 min read
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