EPISODE · Jul 3, 2026 · 50 MIN
Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory
from Semi Doped · host Vikram Sekar and Austin Lyons
Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They discuss how even premium brands like Apple are struggling to secure supply, leading them to controversial suppliers. The hosts also explore the long-term implications of AI's insatiable memory appetite and its impact on both data center and consumer markets.Chapters:0:00 Memory crisis hits1:20 AI impacting consumers3:00 AI causing inflation6:48 Consumer demand drop?8:49 AI demand inelastic10:56 Long-term memory outlook11:02 GoPro's memory woes12:24 Apple's pricing power18:20 Apple seeks CXMT DRAM21:38 Shrinkflation for phones23:16 Korea's memory investment26:10 Micron's killing profits33:00 Why AI needs so much DRAM40:27 Future of AI training44:34 Cost-optimizing inferenceFollow Chipstrat:Newsletter: https://www.chipstrat.comX: https://x.com/chipstratFollow Vik:Newsletter: https://www.viksnewsletter.com/X: https://x.com/vikramskrFollow Semi Doped:Get more of Austin and Vik daily, free!Sign up: https://www.semidoped.com/
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Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They discuss how even premium brands like Apple are struggling to secure supply, leading them to controversial suppliers. The hosts also explore the long-term implications of AI's insatiable memory appetite and its impact on both data center and consumer markets. Chapters: 0:00 Mem...
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Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory
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