Memory and storage are in the tightest supply the industry has seen in years. Critical industries like automotive, medical and defense need certainty as much as they need capacity.
Today Micron and General Motors expanded our strategic partnership. Through this strategic customer agreement, GM secures long-term supply of LPDRAM, NOR and UFS NAND, the memory and storage behind AI-enabled in-cabin experiences and advanced driver assistance in next-generation vehicles.
This is backed by capital already deployed, not just intent. Our $2 billion modernization of the Manassas, Virginia fab began production this year, giving GM the U.S.-based, long-cycle supply that automotive platforms are built on.
Mary Barra said it well: “Delivering next-generation vehicles at scale requires a resilient and closely aligned supply chain. Our expanded collaboration with Micron strengthens our access to critical memory technologies.”
We’re grateful for GM’s trust in Micron over decades. This is what two great American companies deliver when they commit to each other for the long term, supply predictability in a market that needs it, and a technology roadmap that keeps vehicles safer, smarter and more capable.
Proud of what two teams are building together.
https://t.co/Ak8EoEPYmU
#Semiconductors #Automotive #Manufacturing
Breaking the Memory Wall: Micron’s Strategy for the AI Era
@benbajarin and @jaygoldberg talk @Micron's strategy for the AI era with Jeremy Werner SVP and GM of Micron’s Core Data Center Business Unit.
Chapters:
(00:00) Introduction and Guest Welcome
(01:12) How the AI Cycle Differs from Past Volatility
(04:23) Anticipating the Explosive Growth of AI
(06:40) The Long-Term Sustainability of the AI Market
(10:07) The "Memory Wall" in AI Inference
(12:05) Explaining KV Cache and Context Windows
(15:07) The Memory Hierarchy: From HBM to SSDs
(20:21) Scaling for Billions of Simultaneous Users
(23:05) Solving the Power and Efficiency Bottleneck
(26:27) Why AI is Driving a Storage Shortage
(29:57) Personal AI Agents and Persistent Memory Needs
(34:13) Innovations in Ultra-High-Capacity SSDs
(39:00) Accelerating the Pace of Engineering Innovation
(43:50) Market Misunderstandings and the Future Potential of AI
(47:38) The Global Race to Build New Fabs
(51:34) Closing Remarks
@tiriasresearch believes that server architectures need to evolve to AI, and the SOCAMM2 standard developed by @Micron and @Nvidia is a key example. Read more about it on @Forbes.com https://t.co/nEL2RmE0OM
@ATTexplore For more $$$! And your package doesn’t even cover a small 1000sqft house, shame on you spending all these marketing budget while your product team couldn’t get the right product out to your customers! Someone should come and give you a marketing and branding lecture!
@united Ironic…. that I’m 5 month pregnant, traveling a 14 hours flight with my young child, on Mother’s Day, paid for upgrade, on the list, and was told that expecting mother or not, doesn’t matter, only how much you paid for the ticket decides we get an upgrade. Happy Mother’s Day! 🙄
We & Panda Voices, are devastated to announce the death of LeLe, 24, at the Memphis Zoo. He tragically died prematurely of neglect & inadequate care, even collapsing last week, when he was so close to being returned to China.
Pls RT & support our work: https://t.co/ERyGyWJMsO
Here’s our ‘big reveal’ at CES this year: introducing the new OMNIVISION, a leading global fabless semiconductor brand for electronic devices and components. 🌎
Read our full announcement here: https://t.co/Ep6BbN0JXp #InfiniteIngenuity
We now come to the Award for Excellence in Product Design (Medical), and the winner is Omnivision Tech @ovt_tech for their OVMed medical image sensor. Fabulous achievement! Many thanks to our sponsor Analog Devices @ADI_News#electronicsnews@electronicsnews#ElektraAwards
Interior sensing #AI is extremely important to increasing #automotive safety & #autonomy. Now, combine that with #FutureInSight advanced digital imaging solutions! We’ve partnered with @SmartEyeAB to deliver a superior, feature-rich Interior Sensing system https://t.co/Pi1LJRWwYy
We are teaming up with @ovt_tech, setting out to bring tomorrow's cars to a higher level of #autonomy. By combining our two industry-leading technologies we introduce an end-to-end #InteriorSensing solution, ready to take the #automotiveindustry by storm. https://t.co/jPjMd9QeVK
Want to know why our OAX8000 AI-enabled automotive application-specific integrated circuit took home an award from @Vision_Systems? Learn more about our dedicated #DMS solutions and all innovators awards honorees here: https://t.co/msfjuko4xh
This lad is 19 and carried the hope of a nation on his shoulders.
When I was 19 I worked in Boots and giggled when I had to restock the Anusol.
What an impressive young man ♥️#Saka
Notice on social media we don’t even dare to use hashtags like “Asian life matter”, or Asian leads, or “we are equal”.we only say “stop Asian hates”, as if we are totally fine as long as we are not hated... Never mind equality https://t.co/prFNa1ezS0 # via @HuffPost