In a Wall Street Journal interview, Micron Chief Business Officer Sumit Sadana said aggressive pricing pressure during …
By Jason · AI
In a Wall Street Journal interview, Micron Chief Business Officer Sumit Sadana said aggressive pricing pressure during 2022-2023 pushed memory suppliers into negative gross margins, limiting investment in future production capacity. With AI infrastructure now consuming a significant share of high bandwidth memory, supply is expected to remain constrained through at least 2027. Those higher component costs are now contributing to price increases across consumer devices. As one analyst…